Have you reviewed your will in the last 2 years?
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When was the last time you looked at your will? If it’s been more than two years, it is officially time for a tune-up.
As a general rule of thumb, estate plans should be reviewed every 24 months. Life moves fast, assets shift, and international tax laws change. When you throw cross-border assets into the mix, an outdated will isn't just a minor inconvenience - it’s a major legal bottleneck waiting to happen.
Here is why we need to do a quick biennial review of your global estate strategy to ensure the eventual probate work remains seamless.
Why the 2-Year Mark Matters
Reviewing your will every 2 years is important to ensure that your assets and legacy are secured across borders and down generations.
A lot can change in two years. We use this regular check-in to look for three major red flags:
Asset Shifting: Have you bought, sold, or moved property, bank accounts, or investments across borders since 2024?
Regulatory Changes: Foreign inheritance tax thresholds and local compliance laws are constantly evolving. What worked two years ago might expose you to unnecessary taxes today.
Life Updates: Changes in family dynamics, executors, or your personal wishes need to be formally captured.
The Global Strategy: Write Now, Smooth Probate Later
If you hold assets in multiple countries, remember that a single "worldwide" will rarely cuts it. Our ongoing strategy relies on maintaining distinct, localised wills for each country where you own property or accounts.
The Big Picture: We review and update these specific regional wills every two years so that the future probate process is a simple, administrative checkbox exercise for your heirs, rather than a multi-year, multi-jurisdictional court battle.
Next Steps
We offer a brief free review call of your will to audit your current footprint and make sure your local and international wills are perfectly aligned.
Residex
Residex helps you track, assess and plan your tax residency with clarity, evidence & confidence.
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