Estate Planning Resolutions to Start 2026 with Confidence

Author: Attorney Sadiyah Ahmad, Planning, Care, and Benefits Attorney at Dillman & Owen Estate and Elder Law

The start of a new year often inspires fresh goals and new priorities. It’s also a perfect opportunity to take a thoughtful step toward protecting your family and planning for the future. Estate planning is a meaningful way to honor your wishes, support your loved ones, and build your legacy.

A truly effective estate plan goes beyond paperwork, it’s about securing peace of mind for you and your loved ones. When you clearly state your wishes, you may reduce confusion, stress, or conflict in emotional situations. Whether you are planning for the first time or revisiting plans you already have, the new year is an ideal opportunity to review and refresh your documents to ensure they’re accurately reflecting your wishes.

As 2026 unfolds, consider the following estate planning resolutions:

Plan for contingencies that may happen during your lifetime. Appoint a trusted financial Power of Attorney that can manage your financial affairs if needed. Designate a Health Care Proxy who will honor your medical goals of care in situations where you cannot make medical decisions for yourself. Discuss your goals of care with your loved ones so they understand your wishes. Even if it may feel far away, consider what resources and support you may need if you need long-term care.

Plan for contingences that may happen posthumously. Review pay on death, transfer on death, and beneficiary designations on the assets you own to ensure they will be distributed according to your wishes. Create or revise a will or trust that is consistent with how you intend to distribute your property. If you have minor children or are a legal guardian, designate a backup guardian that will support those who rely on you for care.  For pet owners, remember to designate someone to either take care of or rehome your pet.  

By planning for these situations now, you can move through 2026 with confidence, knowing your legacy and loved ones are protected. The team at Dillman & Owen Estate and Elder Law is here to help you plan today to secure a clear path forward for tomorrow.

The information in this article is for general educational purposes only and is not legal advice. Laws and individual circumstances vary. If you need guidance about your specific situation, please contact an experienced Estate Planning attorney, such as the team at Dillman & Owen Estate & Elder Law.

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