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Old 02-13-2018, 11:51 AM
Susan Stewart Susan Stewart is offline
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Highly recommend you see a FL attorney to review your trust and other estate planning papers.
We had an IL trust when we moved here last summer. We put our new TV home in the IL trust and the title company required that they review the trust to make sure it was compliant with FL law. Turned out it was.
But when we went to the FL attorney last week, she informed us that there were things that needed changing. We're keeping the IL trust so we don't have to retitle our assets - but she will create another document (I forgot what's it's called) that will modify our IL trust so that it's FL compliant.
That said she's also going to create some additional documents to replace the IL documents including Health POA and some of the others.
Re: the lawyers that said they wouldn't review out of state trusts, I would find a different lawyer. We scheduled consultations with 2 different attorneys who would review our IL docs. Both consultations were no charge. We decided to move ahead with the first attorney because we listened and found her to our liking and her costs for revising our docs was reasonable.