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-   -   Help Updating Trust and Will (https://www.talkofthevillages.com/forums/investment-talk-158/help-updating-trust-will-324803/)

bowlingal 10-05-2021 06:17 AM

get an attorney located outside of the villages.....Much cheaper and do the exact same job. But, you must update to Florida law. You do not want problems when the time comes. No do-it-yourself documents for this very important matter.

Dbraisted 10-05-2021 06:25 AM

Pittman Law firm is exceptional estate planning. It is worth a few bucks to do it right. A trust will negate the need for probate. You leave her with a huge binder that helps keep all your records straight. If you have property in other states you will need a lawyer from that state to help you. She is the best.

ChicagoNative 10-05-2021 06:29 AM

We just went through the exercise of setting up a trust, POA for health care and financial, and redoing wills. Sham Shanawany was great to work with and reasonably priced.

Home - Millhorn & Shanawany Law Firm

sullys 10-05-2021 06:32 AM

Trust
 
Quote:

Originally Posted by Oregon-Flyer (Post 2012736)
Hi, We recently move to TV from Oregon. We have a Trust & Will in place, but now need to update them for Florida law. Can anyone make a recommendation of an "economical" way to do this?

Check out the Villages Newcomers video on this subject (Trusts). I plan to get mine reviewed.

Here is their email address: villagesnewcomers@gmail.com

spinner1001 10-05-2021 06:33 AM

Quote:

Originally Posted by Oregon-Flyer (Post 2012768)
Thanks, but I'm hoping not to have to recreate the documents...they're huge!

Since you say that your documents are ‘huge’, you likely have some complexities. In such cases, good T&E (trust and estate) lawyers tend to work from new testamentary documents rather than patch ones that someone else in another state drafted. You can probably find a lawyer to do what you want though, but I think it would be a signal of their quality.

tsmall22204 10-05-2021 06:41 AM

Then an attorney is your answer since you seem to want to argue with other suggestions.

mkjelenbaas 10-05-2021 06:57 AM

Trust and will update
 
We recently moved from Michigan and we’re advised to update due to different laws - went to Kathryn Lynn on 466 behind the shell gas station - she will update only that portions that are effected.

Wrhobson 10-05-2021 07:19 AM

Legal Assistance
 
My wife and I used Kathryn Baranski at Bogins, Munn and were quite satisfied.

jrandall 10-05-2021 07:36 AM

Awful Experience with Jennifer Hansen
 
Quote:

Originally Posted by Eg_cruz (Post 2013091)
Eric Millhorn or Jennifer Hansen with Millhorn Elder Law Planning Group
352-753-9333 or 352-330-3369

I had a terrible experience with Jennifer Hansen. I would not ever use her again.

johnsgirlfriday 10-05-2021 08:10 AM

Great Attorney
 
We have used Lawrence Adashek in Maryland and Florida and like him very much.
Phone 410-415-5880 Welcome to The Villages. He lives in both places too.

jjombrello 10-05-2021 09:23 AM

We use Dean & Dean. Very pleased with the work.

cbmerl 10-05-2021 09:28 AM

Quote:

Originally Posted by Oregon-Flyer (Post 2012736)
Hi, We recently move to TV from Oregon. We have a Trust & Will in place, but now need to update them for Florida law. Can anyone make a recommendation of an "economical" way to do this?

Eric Millhorn and Assoc. on 301 near 466. They are the best.

gnw52@aol.com 10-05-2021 01:06 PM

Updating Will and Trust
 
Sham Shanawany 352-205-4995
Very reasonable and great follow through
They are located on Highway 441
We came from Illinois and he reviewed ours and updated to Florida law.
We also had it redone and updated recently

rjm1cc 10-05-2021 03:51 PM

If you are going to have the documents reviewed I would try and get a word copy from the original attorney so the documents do not have to be retyped.

retiredguy123 10-05-2021 04:43 PM

Quote:

Originally Posted by rjm1cc (Post 2013507)
If you are going to have the documents reviewed I would try and get a word copy from the original attorney so the documents do not have to be retyped.

I agree, but I don't think attorneys want to provide an electronic document that can be modified. I am surprised that some posters have said that a Florida attorney would review and modify a document prepared by an out-of-state attorney.


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