New Year’s resolutions are all about fresh starts — and estate planning is the ultimate “peace of mind” goal. With 70% of Americans lacking a plan, these 5 simple resolutions can protect your family and legacy in 2026.
At J. Davenport Legal, we’ve helped thousands turn “someday” into “done.” What are 5 estate planning resolutions for 2026? Easy, achievable steps anyone can take. This article makes them straightforward. Ready to start the year right? Read on for your roadmap.
Why? Without one, state law decides who gets your assets — often not what you want.
Simple goal: Draft a basic will (or review your old one).
Bonus: Add guardianship for kids/pets.
Why? Skips probate (9–18 months, 4–7% fees) and keeps everything private.
Simple goal: Learn if it fits — most with a home say yes.
Our most popular: One package covers everything.
Why? Powers of attorney and health care proxies let trusted people act if you can’t.
Simple goal: Pick your agents and sign the forms.
Why? Beneficiary forms override your will — one outdated name can change everything.
Simple goal: Log in and double-check accounts, insurance, retirement.
Why? 68% avoid it, but it prevents disputes and gives peace.
Simple goal: Share your wishes over coffee — we’ll help with talking points.
| Resolution | Why It Matters | Easy First Step |
|---|---|---|
| Create/Update Will | State doesn’t decide | Schedule free review |
| Consider Trust | Avoid probate & privacy | Learn will vs trust |
| Name Decision-Makers | No court guardianship | Pick your agents |
| Review Beneficiaries | Right people inherit | Check accounts online |
| Family Conversation | Prevent fights | Share one wish this week |
How much time? 15-minute call starts it all.
Cost? Starts at $1,250 with $96/month financing.
These 5 resolutions are simple but powerful — start one today. Ready to make them happen? Schedule a free consultation at https://iwantmyestateplan.com/free-call.