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?

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!

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.

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.

We liked working with Katherine Lynn (352) 633-1263

Her office is at 561 Fieldcrest Dr

We used Amy Pittman, very pleased.

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...

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.

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.

Eric Millhorn or Jennifer Hansen with Millhorn Elder Law Planning Group
352-753-9333 or 352-330-3369

Millhorn Attorneys on the 301

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.

Mike Millhorne

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

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.

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.

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

Trust
 

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

Here is their email address: villagesnewcomers@gmail.com

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.

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

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.

Legal Assistance
 

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

Awful Experience with Jennifer Hansen
 

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

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.

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

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

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

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.

Use Trotter&Soulsby in Lange Building off 466. Forget either of the Millhorn offices.

Trotter and soulsby, elder law attorneys.

Attorney
 

[QUOTE=Oregon-Flyer;2012736i 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?[/QUOTE]
We would contact Andrew Curtis in wildwood. He’s very knowledgeable and very fair price
Redid our wills, trusts etc for $600

Call McLin & Burnsed
 

Go see Jeff Skates at McLin & Burnsed. If your Oregon doc’s are in good shape it should not be expensive to have Jeff review them in the context of Florida statutes.