We dealt with this very issue when we moved to FL 4 years ago. We had just had our wills, POAs and Healthcare POAs done in NM by an atty. Unfortunately, most states have nuances that must be in Fl documents such as wills etc. or they are not accepted in a court of law.
There is a plethora of attorneys in/around the Villages that conduct no cost seminars to educate people on the issues related to out of state documents. We were quite pleased with both the seminar we attended, the attorney we consulted and the turn around time our documents too to be prepared.
One thing seems to be prevalent w/many attorneys is the push to establishing a "trust" when moving to FL, probably because probate issues are less with a trust. That being said, a trusted attorney advised us, to put all our property, accounts and assets in BOTH husband and wife's names to reduce the issues w/probate. Once one has passed, it might be prudent to consider
something akin to a trust like set up.
Hope this is helpful but it's something that one needs to do sooner than later.
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Originally Posted by MX rider
Just checking to see if anyone has dealt with this before I call an attorney. Thanks
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