Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Do I Need to Update My Will If I Move to A New State?

May 8, 2019

If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new state. This is because many states across the country have laws that explicitly say that. However, out of state wills could pose serious problems and could at least prompt you to think about generating new will. One of the most important of these is marital property rules.

For example, if you married and have moved from the community property state to common law state then the rules about what your spouse and you can own might change. For community property states, spouses typically together will own anything together that is acquired while they are married. In other states, each spouse will typically own whatever is in his or her own name. Moving to a community property state means that the state could treat your property as if it had been acquired within the community property state and this might not be what you and your spouse wanted.

Another aspect of updating your estate plan when you move to a new location has to do with your executor. Your executor might also be called your personal representative but this is the person who you name in your will to wrap up your estate administration after you pass away. This person could pay the bills, collect the property, make tax payments, and distribute what remains for people named in the will. Some states have clear restrictions about who can serve as your executor, so even if your will is still valid, you might want to generate a new one, naming a different person as an executor. You can ask all of these questions with your experienced estate planning lawyer.     

[End of transcript]


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more