New Year’s resolutions often focus on health or finances—but estate planning is the ultimate gift to your family. With 70% of Americans lacking a plan, these 3 easy steps get you started in 2026 without overwhelm.
At J. Davenport Legal, we make it simple for families all across the United States. What are 3 easy estate planning steps for the new year? Review, update, and discuss. This beginner’s guide keeps it light. Ready to protect your legacy? Read on.
Why start here? Life changes—marriage, kids, moves, new assets—make old plans outdated.
Easy action: Gather your will, trust, POA, beneficiary forms.
Common find: 60% have outdated beneficiaries (ex-spouse still listed!).
Our help: Free 15-minute review spots gaps.
Must-haves: Will or revocable trust (avoids probate), POA (financial decisions), Health Care Proxy (medical).
Why 2026? The Tax Cuts & Jobs Act (TCJA) sunset may raise taxes—lock in now.
Simple choice: Will (basic) or trust (probate-free, private).
Cost: Starts at $1,250 with $96/month financing.
Why it matters: 68% avoid it, but open talks prevent disputes.
Easy way: “I’m updating my plan—what are your thoughts on…”
Result: Peace of mind for everyone.
| Step | Action Item | Done? |
|---|---|---|
| Review Existing | Gather documents & beneficiaries | [ ] |
| Update/Create | Will/trust + POA/proxy | [ ] |
| Family Talk | Share wishes with loved ones | [ ] |
How long does this process take? One call starts it.
Cost? We offer the most affordable plans + financing.
These 3 steps turn “someday” into done. Start small, finish strong. Ready for your fresh plan? Schedule a free consultation at https://jdavenportassociates.com/contact-us/ or see how your current plan stands up here: https://iwantmyestateplan.com/quiz
John F. Davenport holds a law degree from Pace University, an MBA in finance from Fordham University and undergraduate degree from the University of Notre Dame.
He is a licensed attorney in New York and Connecticut, and holds FINRA Series 6, 7, 63, and 65 licenses.
He founded Davenport & Associates in 1997 and has spent more than 30 years helping CT and NY locally and families across the country build retirement income plans and estate strategies that work together, not against each other.
Davenport & Associates is located at 800 Connecticut Avenue, Suite E401, Norwalk, CT 06854.
Phone: (203) 853-6300 | jdavenportassociates.com