A new year is the perfect time to focus on what truly matters — your family, your future, and the legacy you’ll leave behind. While many people start the year with resolutions to save more money or get organized, few realize that updating or creating an estate plan accomplishes both.
At Haugen Law Firm, P.C., we help families across Denton, Collin, Cooke, Dallas, and Tarrant Counties take proactive steps to protect what they’ve worked hard for. As you set your goals for 2026, consider adding these five estate planning resolutions to your list.
1. Create or Update Your Will
If you don’t have a will, make 2026 the year you finally put one in place. A will ensures that your property is distributed according to your wishes — not Texas’ default laws.
If you already have a will, review it to make sure it still reflects your current circumstances. Major life changes like marriage, divorce, a new child, or a move to a new home can all affect your plan.
2. Review and Update Beneficiaries
Life changes, but beneficiary designations don’t update automatically. Review your life insurance policies, retirement accounts, and bank accounts to confirm that your named beneficiaries are current.
These designations often override what’s written in your will, so it’s crucial to keep them aligned with your wishes.
3. Reevaluate Your Executor and Powers of Attorney
Your executor and agents under powers of attorney play major roles in carrying out your wishes. Take time to confirm that the people you’ve chosen are still the right fit — responsible, organized, and willing to serve.
If your current designees have moved away, grown older, or are no longer able to serve, it may be time to make changes.
4. Talk to Your Family About Your Plans
Open communication is one of the best ways to avoid confusion or conflict later on. Sit down with your loved ones to explain your estate planning goals, who you’ve appointed to key roles, and why.
These conversations can bring peace of mind — and ensure everyone understands your intentions before it’s too late.
5. Review Other Key Estate Documents
Estate planning is about more than just a will. Take time to review other important documents such as your:
- Medical Power of Attorney
- Durable Power of Attorney
- Advance Directive (Living Will)
- HIPAA Authorization
These ensure that your healthcare and financial decisions are handled smoothly if you become incapacitated.
Start the Year with Peace of Mind
Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their loved ones and avoid unnecessary stress or court intervention. By taking small, intentional steps now, you can enter 2026 with confidence that your affairs are in order.
At Haugen Law Firm, P.C., our experienced estate planning attorneys can help you create, review, or update your plan to ensure it reflects your current goals and values.
Contact us today!