Back to School Season: A Perfect Time for Snowbirds to Update Estate Plans

As summer winds down and the back-to-school season approaches, many of us in Metro Detroit are preparing for the transition to autumn. For snowbirds this period is a prime opportunity to ensure everything is in order before the seasonal shift. Just as students gather their supplies and get ready for a new school year, it’s a great time for our clients to prepare for their winter migration by updating their estate plans.

Just as parents and students use this time of year to check off their back-to-school lists, it’s wise for snowbirds to add updating their estate plans to their pre-departure checklists. Estate planning documents often need to be witnessed and notarized, and it's significantly easier to accomplish this in the familiar and convenient setting of your lawyer’s office. Taking care of these updates now ensures your documents comply with Michigan law and will be recognized in your winter home state.

Many of our clients find that waiting until the holidays or their winter arrival to update their estate plans can be challenging. Not only can the holiday season be hectic, but finding a reliable notary or witness in an unfamiliar location can add unnecessary stress. By handling these tasks before leaving Michigan, you can enjoy a worry-free winter and focus on spending time with loved ones. Think of it as getting your homework done early, leaving you free to enjoy your winter break without lingering tasks.

As the back-to-school season brings a sense of readiness and new beginnings, let it also serve as a reminder for snowbirds to review and update their estate plans. By ensuring your documents are current and properly witnessed before you head south, you’ll have peace of mind and a smoother transition into your winter routine. This simple step can make a significant difference, allowing you to enjoy your time in the sun without the stress of unresolved legal matters. So, before you pack your bags for warmer climates, schedule a visit to your lawyer’s office and check this important task off your list.