The short answer
A move triggers a cascade of updates.
A senior real estate transition triggers estate-plan updates that should be made before the sale, not after. Priority: confirm will and revocable trust are current and the new home will be retitled consistent with them, review beneficiary designations on sale-proceed accounts, confirm POAs effective in the destination state, update healthcare directives to destination forms.
Will and revocable trust
Retitle the new home in the trust. Update will provisions referencing the old home specifically.
Beneficiary designations
These trump the will. Review TOD/POD on accounts that will receive sale proceeds.
Powers of attorney
POAs are generally portable, but destination-state forms reduce institutional friction mid-crisis.
Healthcare directives
Advance directives, HIPAA, POLST/MOLST — execute on destination-state forms.
Key takeaways
- Will, trust, beneficiaries, POAs, healthcare directives may all need updates.
- Beneficiary designations trump the will.
- Destination-state-form POAs reduce friction.
- Complete updates before listing if possible.
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