A gentle, positive approach
Why Make-a-Will Month fits a move:
Common move-and-will triggers:
Marriage or divorce. Downsizing or retirement. Caring for parents or settling an estate. Relocating for work or school. Welcoming a new child or blending households.
A simple 3-step plan you can use during your move
1) Before packing
List sentimental items, choose an executor and guardian, and decide on charitable bequests.
2) During packing
Track heirlooms, photograph special items, and keep legal documents in a hand-carry folder.
3) After delivery
Update addresses and beneficiaries, store your will safely, and calendar a quick review.
What to cover in a basic will:
Real-world reminders
– MarketWatch shows how missed deadlines can limit options.
– Chicago’s 11 million dollar estate split among distant cousins highlights why clarity matters.
– Investopedia explains how intestacy hands control to the court.
Quick options to get it done:
California-friendly resources:
– California Courts Self-Help (https://www.courts.ca.gov/selfhelp-wills.htm)
– ACTEC explainer video (https://www.actec.org/estate-planning/what-is-a-will-and-why-do-i-need-one/)
Trusted legal help:
For a caring starting point, we recommend Greene Estate, Probate & Elder Law Firm (Jay Greene, Esq., CPA).
How CG Moving Company supports a thoughtful transition
– Room-by-room inventory as a will update checklist
– Special-care handling for heirlooms and fragile items
– Clear labeling that mirrors your property list
Moving forward
Ready to plan a move with less stress and more clarity? Contact CG Moving Company to schedule your move and request our heirloom handling checklist.
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