Talk of The Villages Florida
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SacDQ 12-25-2019 12:33 PM
We moved from CT to Florada earlier this year and had to have our revocable trust modified to comply with Florida rules.

CFrance 12-26-2019 08:41 AM
Quote:
Originally Posted by quilting3grammy (Post 1704883)
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 12-26-2019 09:31 AM
McLin-Burnsed
Right down town Sumter Landing

CZN715 12-26-2019 10:35 AM
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 12-26-2019 10:38 AM
Quote:
Originally Posted by CZN715 (Post 1704949)
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 12-26-2019 03:37 PM
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 12-26-2019 04:01 PM
Quote:
Originally Posted by manaboutown (Post 1704995)
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.


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