There is no “right” time, so long as you implement a plan while you are still living and of sound mind. Generally, we find that people become motivated to plan their estates when major life events occur, such as:

  • Getting married
  • Having children
  • Getting divorced
  • Dealing with the aftermath of a parent’s death
  • Dealing with considerable personal health concerns
  • Taking a job that requires a significant amount of travel
  • Relocating overseas for work
  • Planning a long vacation (usually overseas)

Many of us put off this exercise as long as possible. This is a natural human instinct—few of us enjoy exercises that remind us of our own mortality.

If your present thinking is something like “Why would I bother doing this? It would just depress me, and I bet it would be a waste of money, because I’ll probably be around for a long time and have to re-do the plan later anyhow,” then this might not be the right time for you.

However, if your present thinking is “This is a project that would enrich me, by focusing my thoughts on how to honor the people and the values that are meaningful to me. And, regardless of how much longer I live, addressing these matters now would bring me some peace of mind,” then we should meet.