[SacDQ]

We moved from CT to Florada earlier this year and had to have our revocable trust modified to comply with Florida rules.

[CFrance]

Originally Posted by quilting3grammy

Our Massachusetts Attorney told us to review our Will etc with a Florida Attorney. Through word of mouth of friends we found Susan Sullivan off Rte 466, across from WalMart and behind the baseball field in the strip mall. She was very helpful with explaining what we had and what would be best. We now have a Family Trust. We thought she was very knowledgeable and was great about sitting and explaining everything to us before and after.

We used Susan Sullivan also, just recently. We are very happy with her work.

[Vickshaw1]

McLin-Burnsed
Right down town Sumter Landing

[CZN715]

Im in CT and was told by my Attorney
that the State of Florida will accept my CT Will and Revocable Trust. He said Florida will follow Connecticut Law. Now I'm wondering if that is true?

[dewilson58]

Originally Posted by CZN715

Im in CT and was told by my Attorney
that the State of Florida will accept my CT Will and Revocable Trust. He said Florida will follow Connecticut Law. Now I'm wondering if that is true?

High probability.


Most local (Florida) updates are just CYOA and not necessary.


Online documents are valid in Florida.


A lot of Florida fees are taking advantage of seniors.

[manaboutown]

Nolo is a wonderful source of general overall legal guidance. This is what they recommend. Moving to a New State? Take a Look at Your Estate Plan | Nolo

[Dan9871]

Originally Posted by manaboutown

Nolo is a wonderful source of general overall legal guidance. This is what they recommend. Moving to a New State? Take a Look at Your Estate Plan | Nolo

So, in a nutshell, what Nolo says is that the practical thing to do when you change states is to get your wills, health docs, etc. redone in the new state.

The reason is that even though your new state may recognize the documents from the old state, the new state may not interpret them the same way the old state does. So the result is that they may not produce the results you intended.