New Year’s is the perfect time for a fresh start—and estate planning is one resolution that gives your family lasting peace of mind. With 70% of Americans lacking a plan, these 3 simple steps help you begin (or update) without feeling overwhelmed. At J. Davenport Legal, we guide families all across the country to help them get it right. What are 3 easy estate planning steps for 2026? Review, update, and discuss. This beginner guide keeps it light and actionable. Ready to make 2026 your legacy year? Let’s go.
Why first? Life changes fast—marriage, kids, moves, new assets—and old plans can become outdated or invalid.
Easy action: Gather your current will, trust, power of attorney, healthcare proxy, and beneficiary designations.
Quick check: Are beneficiaries current? Is your home titled in a trust? Do you have incapacity documents?
Our help: Free 15-minute review spots gaps instantly.
Must-haves:
Why it matters: 68% avoid it, but open talks prevent disputes and ensure everyone knows your wishes.
Easy way: Over coffee, say: “I’m updating my plan—what are your thoughts on guardianship or inheritance?”
Result: Clarity and stronger family bonds.
| 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 take? One call starts it.
Cost? Affordable + financing options.
What if I already have a plan? A quick review often finds gaps—free for existing clients.
These 3 steps are simple but powerful—start small, finish strong. Don’t let another year pass without protecting what matters most. Ready to begin? Schedule a free consultation at https://jdavenportassociates.com/contact-us/.
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