Tom & Maria — A Retired Couple Relocating from California
A retired couple ensures their California estate plan works under Idaho law.
After retiring, Tom and Maria moved from California to Idaho to enjoy a slower pace of life and maximize their retirement assets. They had an estate plan prepared years earlier, but they weren't sure if it still held up under Idaho law.
In situations like theirs, it's a good idea to restate the trust under the laws of the new state. Tom and Maria also updated their health care directives and powers of attorney to match Idaho's legal requirements. Finally, they retitled their new home into the trust to make sure everything was aligned.
These updates ensured their estate plan wouldn't run into unexpected issues later. Everything was tailored to Idaho, not just where they had lived before, helping them avoid probate and ensuring a smooth transition when the time comes.
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Key Takeaways
- Trust restated under Idaho law
- Health care directives updated for Idaho requirements
- Powers of attorney aligned with state regulations
- New home properly titled into the trust
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Don't just take my word for it. Hear from our clients who have experienced the Gardner Law difference first-hand.
If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.
Janette Jones
3 weeks ago
Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.
Dennis Judd
a month ago
Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.
Glenn C
3 weeks ago
My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.
Mary Walker
7 months ago
We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.
Jenny Garcia
3 months ago
I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.
Amber Tamez
4 months ago
Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.
Denise Johnson
4 months ago
Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.
Ian Romero
6 months ago
We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!
Michelle Puccinelli
4 months ago
Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.
Ellen Harris
5 months ago
Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!
Marva Booth
2 months ago
We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.
Wanita Hutchison
8 months ago
If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.
Janette Jones
3 weeks ago
Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.
Dennis Judd
a month ago
Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.
Glenn C
3 weeks ago
My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.
Mary Walker
7 months ago
We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.
Jenny Garcia
3 months ago
I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.
Amber Tamez
4 months ago
Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.
Denise Johnson
4 months ago
Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.
Ian Romero
6 months ago
We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!
Michelle Puccinelli
4 months ago
Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.
Ellen Harris
5 months ago
Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!
Marva Booth
2 months ago
We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.
Wanita Hutchison
8 months ago
If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.
Janette Jones
3 weeks ago
Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.
Dennis Judd
a month ago
Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.
Glenn C
3 weeks ago
My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.
Mary Walker
7 months ago
We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.
Jenny Garcia
3 months ago
I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.
Amber Tamez
4 months ago
Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.
Denise Johnson
4 months ago
Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.
Ian Romero
6 months ago
We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!
Michelle Puccinelli
4 months ago
Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.
Ellen Harris
5 months ago
Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!
Marva Booth
2 months ago
We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.
Wanita Hutchison
8 months ago
If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.
Janette Jones
3 weeks ago
Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.
Dennis Judd
a month ago
Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.
Glenn C
3 weeks ago
My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.
Mary Walker
7 months ago
We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.
Jenny Garcia
3 months ago
I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.
Amber Tamez
4 months ago
Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.
Denise Johnson
4 months ago
Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.
Ian Romero
6 months ago
We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!
Michelle Puccinelli
4 months ago
Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.
Ellen Harris
5 months ago
Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!
Marva Booth
2 months ago
We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.
Wanita Hutchison
8 months ago
