Relocating to a new home isn’t just a change of address—it’s a life milestone that can affect everything from your legal documents to your daily routine. Whether you’re starting a new job, moving to a different state, or expanding your family, it’s the perfect moment to revisit your estate plan and get help with the tasks that come with transitioning.
That’s why Gentreo and Duckbill have teamed up—to help you navigate this change both legally and practically.
Why You Should Review Your Estate Plan After a Move
When you move, especially across state lines, your estate plan may need to be updated. Here’s what to consider:
- Update Legal Documents to Match Your New State – Estate planning laws vary by location. To ensure your will, health care proxy, and powers of attorney are valid, Gentreo offers tools tailored to your state’s specific legal requirements.
- Include Your New Home in Your Plan – Whether you’re adding your new property to a trust or ensuring it’s part of your will, Gentreo helps you integrate your new home into your long-term legacy.
- Review Beneficiary Designations – Moving often involves changes to financial accounts, insurance policies, or retirement plans. Gentreo makes it easy to align all of these with your updated estate plan.
- Use the Gentreo Digital Vault – Upload and store essential documents—like your will, mortgage information, ID copies, and insurance details—securely in the Digital Vault. You can also share access with family or trusted advisors.
Let Duckbill Help with the Move Itself
Even a well-planned move comes with an overwhelming number of to-dos. Duckbill is your human-powered personal assistant that helps manage
life’s tasks so you can focus on settling in.
Here’s how Duckbill makes relocating easier:
- Recommends and connects you with local utility providers and service pros
- Schedules appointments (like notary visits or healthcare checkups)
- Helps update your address across accounts and services
- Finds trusted local resources—like a new vet for your pets
You chat. Duckbill gets it done.
Learn more about Duckbill to see how they can support your next move.
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.
