Estate plan reviews should occur every three to five years, according to estate planning guidance from Ray, Winton & Kelley. Major life events—marriage, divorce, a child's birth, a death in the family, significant financial changes, or a move to a new state—trigger immediate updates. Waiting too long risks outdated documents that fail to reflect current wishes or family circumstances.
This guide lists the core documents West Virginia clients should bring so the meeting is efficient and productive.
Understanding these basics helps families anticipate outcomes and address disputes. Probate is the court process used to administer an estate when no valid will exists: it identifies assets, notifies creditors, settles debts, and distributes remaining property under intestacy law.
This article summarises the main POA types in West Virginia, the statutory formalities for execution, and the rights and limits that apply so individuals can choose the appropriate form for their circumstances.