Back-to-School, Back to Planning: Why September Is the Perfect Time to Review Your Estate Plan

As summer fades and routines return, September is often seen as a time for new beginnings. The kids head back to school, schedules settle, and families refocus on goals. It’s the perfect moment to apply that same mindset to your personal affairs—starting with your estate plan. At Northstar Legal Services, LLC, we believe that estate planning in Pennsylvania should be proactive, not reactive.

Why September Is Ideal for Estate Planning

September marks the unofficial beginning of the final quarter of the year. It’s a natural opportunity to take stock of your finances, legal affairs, and long-term goals. Much like students review what they need for the school year, adults should use this time to review what they need for peace of mind and legal preparedness.

The Importance of an Estate Review Checklist

An estate review checklist is an effective way to ensure your plan is current and reflects your wishes. Consider the following questions:

  • Has there been a change in your marital status?

  • Have you had children or grandchildren?

  • Have you purchased or sold real estate in Pennsylvania?

  • Have your financial accounts or insurance policies changed?

  • Are your designated beneficiaries still appropriate?

  • Do your healthcare directives and power of attorney documents still reflect your preferences?

If you answered "yes" to any of these, it may be time to update your will or other estate planning documents.

Why You May Need to Update Your Will

Life is full of changes. Even minor life events can affect the validity or effectiveness of your estate plan. Whether you've experienced a major life change or it’s simply been a few years, you should periodically update your will to ensure your legacy is protected and your loved ones are cared for.

The Pennsylvania Perspective

Estate planning in Pennsylvania involves specific laws and probate procedures that differ from other states. Working with a knowledgeable estate planning attorney is essential to ensure compliance with Pennsylvania statutes, tax implications, and inheritance laws.

How Northstar Legal Services, LLC Can Help

At Northstar Legal Services, LLC, we guide families through every stage of the estate planning process. From drafting a new will to reviewing your existing documents, our experienced legal team provides personalized, Pennsylvania-specific advice to protect what matters most.

Take Action This September

Just like back-to-school season is about being prepared for the months ahead, estate planning is about being prepared for life’s unexpected turns. Use this September to:

  • Review your estate plan in Pennsylvania

  • Go through an estate review checklist

  • Update your will and other legal documents as needed

Schedule your estate planning consultation with Northstar Legal Services, LLC today and start this season with clarity and confidence.