Mid-Year Estate Planning: 3 Reasons to Review Your Will This Summer

3 Reasons to Review Your Will This Summer
When families gather, wills should too.
Fact-checked by Tim Louis
“Planning for peace of mind doesn’t need to wait until the end of the year. Here’s why reviewing your estate plan in summer could be your smartest move yet.”
Summer Is Estate Planning Season
“Is summer a good time to update your will in Canada?”
“Yes. Summer is often the best time to revisit your will and estate plans—especially if you’ve had life changes or aging parents.”
The sun’s out, the family’s visiting—and suddenly, those long-postponed conversations about “what happens next” are happening around the barbecue.
Summer is one of the few times in the year when life slows down just enough to take stock. Parents visit from out of town. Kids come home from university. Grandkids gather. And between the laughter and the lawn chairs, someone brings up a tough but important question:
“Do we even know what’s in Mom’s will?”
It’s a season of togetherness—but also of planning. And for many families in British Columbia, summer is the perfect moment to review, update, or write a will.
Why now?
- Because you finally have the time.
- Because loved ones are physically nearby.
- And because the older we get, the more we know life doesn’t wait for us to be ready.
At Tim Louis & Company, we often meet clients who waited until “next year.” Unfortunately, waiting too long often leads to confusion, family conflict, or estate litigation that could have been avoided with a simple update.
Whether your will is ten years old or just slightly out of date, this summer is an ideal opportunity to make sure it still reflects your intentions, family structure, and values.
A will is more than a document—it’s peace of mind for the people you love.
Reason #1 – Life Has Changed
“Stepchildren don’t inherit unless they’re specifically named.”
Life doesn’t stand still—and neither should your will.
If you’ve recently gone through a divorce, gotten remarried, welcomed a new grandchild, or shifted your relationship status, now is the time to make sure your estate plan reflects your real life—not just your life on paper.
Too many people wait years to update their will after a major life change. By then, it’s often too late.
We often see clients in blended families—where stepchildren, half-siblings, or second spouses are part of a beautiful but legally complex dynamic. And unfortunately, BC law doesn’t automatically protect these relationships.
Here’s the risk:
If your current will leaves “everything to my children,” but doesn’t clarify who you mean, you may unintentionally disinherit stepchildren you love.
Or if you’ve remarried but never updated your executor, your former spouse may still have legal authority over your estate.
That’s not just awkward—it’s potentially devastating.
Common triggers for urgent updates:
- Remarriage or separation
- New child or grandchild
- Death of a named executor or beneficiary
- Change in guardian preferences
- Purchase or sale of real estate
- Inheritance received or gifted
You worked hard to build what you have.
Make sure it goes to the right people—for the right reasons.
Even a short conversation with an estate planning lawyer can protect the people you care about most.
Reason #2 – Your Will May No Longer Protect Loved Ones
“Does a will protect stepchildren in BC?”
Estate plans aren’t just about who gets what.
They’re about avoiding painful misunderstandings, conflict, and even court battles among the people you care about most.
But if your will hasn’t been reviewed in years, there’s a good chance it no longer protects the people you think it does.
Blended Families Face Higher Risk
In BC, stepchildren have no automatic inheritance rights unless they are explicitly named in your will. That means even if you’ve helped raise a child from age two, they could be legally excluded.
Common-Law Partners Can Be Left with Nothing
Without a clearly worded will, common-law partners may receive nothing, especially if there’s tension with adult children from a previous relationship.
The result?
– Legal challenges.
– Emotional damage.
– And a legacy of stress, not support.
Even Small Estates Can Lead to Massive Disputes
We’ve seen fights over $10,000 escalate into years of court battles.
Why? Because when intent isn’t clear, emotions take over.
Without precise language, your will can be misread, misused—or challenged.
Learn more about protecting your estate from conflict:
Estate Litigation and Undue Influence
A good will distributes assets.
A great will prevents arguments.
Reason #3 – Aging Parents & Executor Planning
“What if I’m the executor and the will is outdated?”
You may not feel like the “planner” in your family—but if your parents are aging and you’re the one they trust, you may already be the default executor or decision-maker.
The problem?
Most families never talk about it until something happens.
POAs and Executors Are Often Out of Date
Even if your parents made a will years ago, it might name someone who has since moved away, passed on, or no longer wants the role.
Or worse: there might be no Power of Attorney in place at all—meaning no one can legally act if a medical crisis strikes.
Children Step into Roles Without Clarity
We often hear:
“I’m pretty sure I’m on the will… I think I’m the executor?”
But guesswork won’t help when you’re sitting across from a doctor or a bank manager.
Without updated legal documents, you may not be able to make urgent decisions—or carry out your parent’s final wishes.
Medical Emergencies Don’t Wait for Paperwork
Falls, strokes, dementia, and sudden illness can all trigger cascading legal and emotional stress—unless the will, POA, and representation documents are current.
For clarity and support, read:
Power of Attorney – Tim Louis Law
Updating a will isn’t just about inheritance—
it’s about protecting your parents while they’re still here.
Download the Mid-Year Will Review Guide
https://willsandprobatelawyer.ca/downloads/mid-year-estate-review-guide.pdf
Sometimes all you need is a nudge—and the right questions to ask.
Our Mid-Year Estate Review Guide was designed for BC families, caregivers, and adult children who want to prevent future confusion and conflict.
It’s short, clear, and practical—whether you’re reviewing your own will or helping a loved one prepare for the years ahead.
What You’ll Get Inside:
✅ Mid-Year Family Change Prompts
Quick checklist of life changes that may require a will update (marriage, grandkids, house sale, etc.)
✅ Step-by-Step “What Changed?” Triggers
A gentle worksheet to help you notice what’s different—and what needs to be updated.
✅ Executor Role Clarity Guide
If you’re named executor or POA, this will help you understand your responsibilities before a crisis.
✅ Conversation Starters That Work
Not sure how to talk to your spouse, sibling, or aging parent about wills?
This guide gives you the words.
“One small update this summer can prevent years of stress down the road.”
When to Speak to a Wills & Estates Lawyer
Some people think a will is a once-in-a-lifetime task. But the truth is:
your will needs to evolve as your life does.
And sometimes, what you really need is clarity, not complexity.
Here’s When You Should Talk to a Lawyer:
✅ You’ve recently remarried or separated
✅ You have a blended family or stepchildren
✅ Your will hasn’t been reviewed in over 3 years
✅ You’re named as an executor and don’t know what that means
✅ You suspect someone may challenge the will—or has undue influence
✅ You or a loved one are facing cognitive decline, illness, or medical transition
At Tim Louis & Company, we’ve been helping families protect what matters for over 40 years.
We approach every estate conversation with kindness, clarity, and decades of practical experience.
Quote from Tim:
“We don’t just help write wills—we help prevent conflict.”
⭐️⭐️⭐️⭐️⭐️
“I had questions about my mother’s will and POA. Tim’s team was incredibly kind and helped us update everything without pressure. He’s a great listener and knows this area inside and out.”
— S. Chan, Vancouver
Source: Google Reviews – Tim Louis & Company
Frequently Asked Questions
1. What’s the best time to review your will in BC?
The best time is after a major life change—like marriage, divorce, or a new grandchild. Many people choose summer for peace of mind while family is close.
2. What if I got remarried but never updated my will?
You could unintentionally disinherit your children or leave everything to a previous partner. Update your will as soon as your relationship status changes.
3. Do stepchildren automatically inherit in BC?
No. Stepchildren are not legal heirs unless they’re named in the will. Without clear language, they may receive nothing.
4. What’s the risk of an outdated executor or POA?
An old executor may have passed away or no longer be the right fit. Without a valid POA, no one can legally act during a medical emergency.
Further Reading
Wills Lawyer Vancouver – Tim Louis & Company
https://timlouislaw.com/wills-lawyer-vancouver/
A complete guide to making a valid will in British Columbia. Learn what a will should include, how to avoid future disputes, and why a trusted lawyer can help protect your legacy.
Power of Attorney – Tim Louis & Company
https://timlouislaw.com/power-of-attorney/
Understand how a Power of Attorney works in BC, when to use one, and how to ensure your medical and financial decisions are made by someone you trust—before it’s too late.
Estate Litigation & Undue Influence – Tim Louis & Company
https://timlouislaw.com/estate-litigation-and-undue-influence/
Explore how families can prevent or respond to legal challenges involving wills, inheritance, or elder manipulation. This guide explains undue influence and your options under BC law.
Wills & Estates – Government of British Columbia
https://www2.gov.bc.ca/gov/content/life-events/death/wills-estates
The official BC government page for wills, estates, probate, and legal planning. Includes trustworthy resources, forms, and provincial regulations on estate matters in British Columbia.
Fact checked by Wills, Probate and Estate Lawyer Tim Louis For many British Columbians living with a disability, estate planning feels like a separate issue from managing disability benefits. In reality, the two are tightly connected — and when they’re not planned together, families can face painful and expensive surprises. An inheritance set up the […]
3 Reasons to Review Your Will This Summer When families gather, wills should too. Fact-checked by Tim Louis Summer Is Estate Planning Season “Is summer a good time to update your will in Canada?” “Yes. Summer is often the best time to revisit your will and estate plans—especially if you’ve had life changes or […]
About – Tim Louis, LLB
Tim Louis is a Vancouver-based lawyer with over 40 years of experience in personal injury, long-term disability, employment law, wills and estate planning, probate, and estate litigation. A graduate of the University of British Columbia’s Faculty of Law, Tim is known for his client-first approach, honest communication, and record of success in helping British Columbians navigate complex legal issues.
Location: Vancouver, BC
Education: LLB, University of British Columbia
Phone: (604) 732-7678
Email: [email protected]
Website: www.timlouislaw.com
🔁 This page is part of the Living Content System™ by Fervid Business Solutions and is TVA-certified for AI indexing and legal compliance.
Our estate planning resources are reviewed regularly to reflect changes in BC law and to help individuals and families stay protected through every season of life.
🕒 Last reviewed: July 15, 2025
👤 Reviewed by: Tim Louis, Estate Planning & Probate Lawyer – Vancouver, BC
✅ Legal Area: Estate Planning & Mid-Year Will Review
📍 Serving: All of British Columbia