
It’s tempting to make a quick handwritten change to your will or trust when life updates happen, but doing so can create serious legal problems. In this episode, we explain why crossing things out or adding notes directly to your estate planning documents can lead to confusion, disputes, and even invalidate your intended changes after death.
You’ll learn what actually makes an amendment legally valid and why informal edits, even if they seem minor, often cause more harm than good. We also share a simple, safe way to prepare for updates by organizing your thoughts without altering the original documents.
If your estate plan no longer reflects your current wishes, the solution isn’t a pen, it’s a proper review. Follow the show for more estate planning guidance and take the next step toward keeping your plan clear, current, and legally sound.