Help Updating Trust and Will

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  #1  
Old 10-04-2021, 09:13 AM
Oregon-Flyer Oregon-Flyer is offline
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Default Help Updating Trust and Will

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?
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Old 10-04-2021, 09:37 AM
Babubhat Babubhat is offline
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Online software works if you don’t have complicated ones. Look at legal zoom or nolo
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Old 10-04-2021, 10:31 AM
Oregon-Flyer Oregon-Flyer is offline
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Online software works if you don’t have complicated ones. Look at legal zoom or nolo
Thanks, but I'm hoping not to have to recreate the documents...they're huge!
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Old 10-04-2021, 10:40 AM
retiredguy123 retiredguy123 is online now
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Originally Posted by Oregon-Flyer View Post
Thanks, but I'm hoping not to have to recreate the documents...they're huge!
I don't think you will find an attorney who will "update" an existing trust or will. They will want to create a new document. You probably only need to get a new will in Florida. The trust document should be enforceable in any state because it never becomes a public document unless someone takes the trustee to court to contest it. I would suggest talking to Amy Pittman about any estate planning. A lot of Villagers have used her.
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Old 10-04-2021, 11:17 AM
starflyte1 starflyte1 is offline
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Trotter and Soulsby have updated mine several times over 12 years. They are located in the Lange Building near 466 and 301, behind CVS. 352-205-7245

Very nice.
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Old 10-04-2021, 11:32 AM
Bjeanj Bjeanj is offline
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We liked working with Katherine Lynn (352) 633-1263

Her office is at 561 Fieldcrest Dr
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  #7  
Old 10-04-2021, 03:06 PM
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We used Amy Pittman, very pleased.
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  #8  
Old 10-04-2021, 05:58 PM
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manaboutown manaboutown is online now
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Quote:
Originally Posted by Oregon-Flyer View Post
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?
I have had a revocable living trust and will package since 2006. The documents were initially drafted and executed in CA; they have been twice amended in other states. No problema. Estate lawyers do it all the time, particularly in FL where people retire from all over. Mine is complex, lengthy and has unusual stipulations but it was a cinch to amend. It may cost from $1,500 to $3,500 if it is comprehensive.

As a heads up: When anticipated estate taxes become law (shudder) many of us will need to address another update, likely an expensive do-over. Oh well...
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Last edited by manaboutown; 10-09-2021 at 02:12 PM.
  #9  
Old 10-04-2021, 07:12 PM
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Your documents should be ok but best to have an attorney review at some point. In Fl the administrator/Executor of the will can not be a Felon and must be a blood relative if they do not live in Fl. Your spouses blood relative may not work for you. Not sure. Also make sure your will is self proving.
  #10  
Old 10-05-2021, 04:04 AM
Northerner52 Northerner52 is offline
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Self proving means the witnesses don't have to be found to verify your signatures. Best to pay a professional like Trotter or Pittman and get your wishes right. Probate can take time and be expensive, IE a trust.
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Your documents should be ok but best to have an attorney review at some point. In Fl the administrator/Executor of the will can not be a Felon and must be a blood relative if they do not live in Fl. Your spouses blood relative may not work for you. Not sure. Also make sure your will is self proving.
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Old 10-05-2021, 04:46 AM
Eg_cruz Eg_cruz is offline
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Quote:
Originally Posted by Oregon-Flyer View Post
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 or Jennifer Hansen with Millhorn Elder Law Planning Group
352-753-9333 or 352-330-3369
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  #12  
Old 10-05-2021, 05:02 AM
HeleneGB HeleneGB is offline
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Millhorn Attorneys on the 301
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Old 10-05-2021, 05:19 AM
Singerlady Singerlady is offline
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Quote:
Originally Posted by retiredguy123 View Post
I don't think you will find an attorney who will "update" an existing trust or will. They will want to create a new document. You probably only need to get a new will in Florida. The trust document should be enforceable in any state because it never becomes a public document unless someone takes the trustee to court to contest it. I would suggest talking to Amy Pittman about any estate planning. A lot of Villagers have used her.
I also recommend Amy Pittman. However, for what it’s worth, no one in their office wears masks nor will wear one for you. Amy will sit behind a plexiglass shield, though. I had to take my elderly aunt elsewhere.
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Old 10-05-2021, 05:57 AM
louie34 louie34 is offline
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Mike Millhorne
  #15  
Old 10-05-2021, 06:12 AM
Luggage Luggage is offline
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Several people advertise on here as well. My advice, spend as much money as possible first in this life and don't worry too much about the wills. Try to give a lot of way to your children and grandchildren now so they can enjoy the money while you're living and you can see the results. Too often we don't understand that outward appearances do not always tell the true story. If you have grandchild and great-grandchildren set up some trust for their education now, if you have kids that can't afford a house. Tell them you'll help him out. Well you get my drift, it's a lot better and a lot more fun now to enjoy giving the money away than after you're dead
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