Turlock, CA asked in Estate Planning for California

Q: planning to move out of california to another state - should I amend my existing living trust before or after ?

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2 Lawyer Answers
Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: You should have a lawyer in the state into which you are moving review the trust and any power of attorney you have, since those documents could require additional or different language to be added. It doesn't matter if you meet with the lawyer before or after you move if you are certain that you are moving. Otherwise, meet with the lawyer after you've moved. Best wishes!

Howard E. Kane
PREMIUM
Howard E. Kane
Answered
  • Estate Planning Lawyer
  • Oakland, CA
  • Licensed in California

A: What amendments to your trust need to be made? A properly drafted California Revocable Living Trust (RLT) should hold up in another state. What would be the benefit of delaying amendments? As a general rule, I recommend making amendments sooner rather than later, especially if they are material changes.

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