Why your new home is the perfect trigger
Buying a home is a milestone—financially and emotionally. It’s also one of the best times to review or create an estate plan that keeps your family protected and your wishes clear.
Your home is often your largest asset, and getting a few key documents in place now can prevent court delays, reduce costs, and make things easier for the people you care about—especially if something unexpected happens.
That’s why we make this process easier for clients of George Wealth Management through Wealth.com—a secure, online estate-planning platform that helps you create and organize your foundational legal documents.
It’s a modern, affordable way to start or update your plan—with our guidance every step of the way.
The Post-Purchase Estate-Planning Checklist
Will (or Update to Your Will)
Include your new property, name who should receive it, and appoint an executor.Consider a Revocable Living Trust
A trust helps your home transfer privately and often avoids probate. If you create one, retitle the property in the trust.Title Choices (How You Own the Home)
• Sole Ownership (one owner)
• Joint Tenants with Right of Survivorship (JTWROS)
• Tenancy by the Entirety (for married couples in some states)
• Tenants in Common (each owner controls their share)
The right option depends on your goals and state rules.Transfer-on-Death (TOD) or Beneficiary Deed
In some states, you can name a beneficiary on your real estate so it passes automatically without probate.Beneficiary Designations
Update life insurance, retirement accounts, and bank/brokerage accounts to match your wishes. These often override what’s written in your will.Powers of Attorney (POA)
• Financial POA – allows someone you trust to manage the mortgage, taxes, or a sale if you’re incapacitated.
• Healthcare POA & Living Will – ensures your medical wishes are honored.Guardianship (if you have children)
Name guardians and backups in your will or a separate document.Insurance Review
Check homeowner’s coverage, umbrella protection, and life insurance to ensure your family could stay in the home.Keep Documents Secure
Store your deed, will, trust, POAs, and insurance policies in a secure file (physical or digital). Include your advisor, attorney, and CPA contact info.Coordinate Taxes & Titling
Ask about property-tax exemptions, homestead filings, and how your titling affects estate or income taxes—especially for blended families or business owners.Set a Reminder
Review your plan after major life changes—marriage, divorce, birth, refinancing, or moving states.
Simplifying the Legal Side with Wealth.com
Through Wealth.com, you can begin preparing your essential estate-planning documents online, including:
✅ Wills
✅ Trusts
✅ Financial and Healthcare Powers of Attorney
✅ Living Wills
We guide you through the process, helping you connect the financial side of your plan with the legal side—so everything works together to protect your family.
You don’t have to figure this out alone.
We’ll walk with you from setup to completion and coordinate with Wealth.com’s network of attorneys to finalize your documents.
Ready to Get Organized?
If you’d like to explore how Wealth.com works—and how we can simplify the estate-planning process for you—schedule a complimentary conversation.
Click Here To Schedule Your Consultations
Important Disclosure
Access to the Wealth.com website is granted to you by Wealth, Inc. through your Cetera associated financial professional solely in his/her capacity as a subscriber, which provides you with access to certain estate planning documents. Should you choose to use Wealth.com to access estate planning documents, you will supply information directly to Wealth.com, and Wealth.com will provide you with draft estate planning documents. None of Cetera financial professionals, or Wealth, Inc. are acting as an attorney or providing legal advice in any fashion. All such documents generated by Wealth.com are subject to Wealth.com’s terms and conditions, which you should review. You should not rely on these documents until, at a minimum, you have reviewed and finalized them with an attorney from Wealth.com’s nationwide network of attorneys on retainer. Prior to finalizing any documents, Cetera also encourages you to seek personalized estate planning advice from as many qualified professionals as appropriate to evaluate your individual estate planning needs and to review your estate plan documents. Please note that Cetera and their affiliates are not related to or otherwise affiliated with Wealth, Inc. by common ownership or control. Neither Cetera nor its financial professionals receive compensation from Wealth, Inc.