New Year’s resolutions often focus on fitness or finances—but 2026 is the ideal time to finally create (or update) your will or trust. With major tax changes looming and 70% of Americans still without a plan, this year offers unique motivation.
At J. Davenport Legal, we’ve helped thousands turn “I’ll do it later” into “It’s done.” Why is 2026 perfect for your will or trust? Fresh start energy + upcoming shifts make action rewarding. This article explains why—and how to start simply. Ready for your legacy resolution? Read on.
The 2025 federal exemption ($13.99M/person) halves to ~$7M in 2026. Many more families could owe 40% estate tax. A revocable trust + gifting now locks in higher exemptions. 2026 is your “last chance” window for maximum protection.
January searches for “estate planning” spike 300%. Families are together over holidays—perfect for legacy talks. Starting fresh feels good—70% who plan say “I wish I’d done it sooner.”
Marriage, grandkids, moves, health shifts—2026 brings new chapters. An outdated (or missing) plan risks probate (9–18 months, 4–7% fees). Reviewing now ensures your wishes match your life.
Fixed-price trusts start at $1,250 with $96/month financing. Online signing + nationwide service—no office visits needed. We include lifetime updates free.
No disputes, no court, no surprises—peace for you and them. 70% regret delaying; make 2026 different.
| Goal | Easy Action | Benefit |
|---|---|---|
| Create Will/Trust | Schedule free consult | Avoid probate & taxes |
| Update Existing | Review beneficiaries | Right people inherit |
| Family Talk | Share one wish | Prevent fights |
| Fund Trust | Retitle home/accounts | 100% protection |
How long? One call starts it.
Cost? Affordable + financing.
2026 is perfect—new beginnings + real urgency. Don’t wait another year. Ready to finally get it done? Schedule a free consultation at https://iwantmyestateplan.com/free-call or take our estate planning quiz at https://iwantmyestateplan.com/quiz to see how your current plan stands up.
John F. Davenport, founder of J. Davenport Advisors/Davenport & Associates and J. Davenport Legal in Norwalk, CT, is a licensed attorney in New York and Connecticut. As an experienced estate planning attorney and financial advisor, he has spent more than 30 years guiding clients through revocable living trusts, asset protection planning, Medicaid strategies, and tax-efficient wealth transfer, while also providing investment advisory and retirement income planning services to help families secure both their lifetime needs and their legacy for their heirs.