10 Essential Documents to Update When You Move

When you move to a new home, it's essential to update your estate plan to ensure your wishes are carried out. Here are 10 essential documents to update when you move:

1. Will

Your will is a legal document that outlines how you want your assets to be distributed after your death. If you don't have a will, the state will decide how your assets are distributed, which may not align with your wishes. Make sure to update your will to reflect your new address and any changes to your assets or beneficiaries.

2. Trust

A trust is a legal entity that holds your assets and distributes them according to your wishes. If you have a trust, make sure to update it to reflect your new address and any changes to your assets or beneficiaries.

3. Power of Attorney

A power of attorney is a legal document that allows someone to make decisions on your behalf if you become incapacitated. Make sure to update your power of attorney to reflect your new address and any changes to your assets or beneficiaries.

4. Advance Directive

An advance directive is a legal document that outlines your wishes for end-of-life care. Make sure to update your advance directive to reflect your new address and any changes to your healthcare preferences.

5. Living Will

A living will is a legal document that outlines your wishes for end-of-life care. Make sure to update your living will to reflect your new address and any changes to your healthcare preferences.

6. Health Care Proxy

A health care proxy is a legal document that allows someone to make decisions on your behalf if you become incapacitated. Make sure to update your health care proxy to reflect your new address and any changes to your healthcare preferences.

7. Insurance Policies

Make sure to update your insurance policies to reflect your new address and any changes to your assets or beneficiaries.

8. Bank Accounts

Update your bank accounts to reflect your new address and any changes to your assets or beneficiaries.

9. Investment Accounts

Update your investment accounts to reflect your new address and any changes to your assets or beneficiaries.

10. Retirement Accounts

Update your retirement accounts to reflect your new address and any changes to your assets or beneficiaries.