Estate Planning with Gentreo When You’re Moving to a New State

Moving to a new state is an exciting but complex process that involves much more than packing your belongings and changing your address. Among the myriad tasks, estate planning is often overlooked, but it’s a critical aspect of ensuring your assets and loved ones are protected. In this blog, we’ll explore how Gentreo can be an invaluable resource for estate planning when you’re relocating to a new state.

Why Estate Planning is Important

Estate planning involves creating a comprehensive strategy for the management and distribution of your assets after your passing and assigning someone who can managing your financial and health care decisions while you are alive, but are not able to make decisions for a number of reasons. It also addresses decisions about your healthcare and guardianship of minor children, making it crucial for anyone who wants to have control over their future and their loved ones’ well-being.

When moving to a new state, it’s especially important to review and update your estate plan because laws and regulations can vary significantly between states. What’s legally binding in one state may not be in another. To ensure your wishes are honored, it’s essential to navigate these intricacies correctly. This is one of the many reasons that Gentreo,, does not charge for making updates to your estate plan.

The Gentreo Solution

Gentreo offers a user-friendly and cost-effective approach to estate planning, making it an ideal choice for individuals who are relocating to a new state. Here’s how Gentreo can help:

1. Comprehensive Online Document Preparation: Gentreo provides a suite of online tools to help you create essential legal documents, including wills, healthcare proxies, living wills, and power of attorney documents, customized to the laws of your new state.

2. Easy Updates: If you’ve already created estate planning documents with Gentreo and you’re moving to a new state, you can quickly update and adapt your documents to meet the legal requirements of your new location with no extra cost.

3. Digital Storage and Sharing: Safeguard your estate planning documents securely online with Gentreo. This ensures they’re accessible to your chosen loved ones and can be easily updated as your circumstances change.

Steps for Estate Planning When Moving to a New State

  1. Assess Your Current Documents: Start by reviewing your existing estate planning documents.
  2. Change your Address: Update your new address in your
  3. Create Your New Documents with Gentreo: Utilize Gentreo’s user-friendly platform to generate the necessary legal documents tailored to your new state’s requirements. The answers you have previously had chosen will appear where applicable.
  4. Communicate with Loved Ones: Ensure your loved ones are aware of your updated estate plan by sharing details with them through your Gentreo Digital Vault.

A Case Study

Lucille had always been a woman of meticulous planning and an eye for detail. So, when she moved from her cozy cottage in Massachusetts to a sun-drenched bungalow in Florida, she knew one of the most critical tasks on her to-do list was updating her will. Fortunately, she had already discovered Gentreo, our online platform that made the process incredibly convenient when she created her plan three years ago.

Gentreo’s website is user-friendly, and it offers a comprehensive set of tools.  These tools helped Lucille update her will from the comfort of her new Florida home. With a few clicks, she logged into her Gentreo account, and updated her address.

Lucille had already filled out her personal information, including her assets, her wishes for her estate, and any specific bequests she wanted to make. Lucille wanted to ensure her beloved cat, Mr. Whiskers, would be well taken care of in the event of her absence, and she also wanted to leave a portion of her estate to her niece, Emily.

Gentreo’s step-by-step process had allowed Lucille to input all the necessary details at her own pace. She was also able to easily upload and store important documents like her new property titles, financial account information, and details about her investments.

As Lucille moved through the process, she decided to create a new health care proxy and was prompted to make choices about her healthcare preferences and the appointment of an executor. She appreciated the informative prompts that helped her make informed decisions.

With Gentreo, Lucille’s new will could be customized to align with Florida’s specific laws, which were different from Massachusetts. The platform automatically tailored her documents to meet the legal requirements of her new state, ensuring that her will would hold up in Florida.

The final steps were a breeze. Lucille reviewed her will in its entirety and made any necessary adjustments. Once she was satisfied, Gentreo gave her the steps to take to make her documents legal in Florida.

As Lucille continued to enjoy the warm Florida weather and build new memories, she knew that her estate was in good hands. Using Gentreo had made the process of updating her will a straightforward and efficient task. She felt confident that her loved ones and her faithful companion, Mr. Whiskers, would be cared for according to her wishes. Her estate plan reflected her new chapter perfectly, bringing her peace of mind and security in her sunny new state.

Estate planning is a vital component of preparing for your future, especially when you’re moving to a new state. Gentreo offers an accessible and comprehensive solution to help you navigate the legal intricacies of estate planning during a relocation. By using Gentreo, you can ensure your assets and wishes are protected, no matter where life takes you. Remember that estate planning is a continuous process, and regular updates are essential to reflect changes in your life and the law.

Don’t wait until it’s too late; start your estate planning journey with Gentreo today. By doing so, you’ll not only protect your loved ones but also gain the peace of mind that comes with knowing your legacy is secure.  Click here to join now

This article is for informational purposes only and should not be considered legal advice. Consult with a qualified attorney or estate planning professional for personalized guidance.


Recent Posts: