Which estate planning documents should I modify after I move to California?

In short, you should consider modifying all of your existing estate planning documents following a move to California. Each state has its own laws relating to wills, trusts, and other ancillary estate planning documents. In addition, many states have their own individual state level estate or inheritance tax schemes, meaning that an estate plan designed to minimize taxes in one state may be less than ideal in another. Fortunately, an experienced attorney can help you review and modify your estate plan in California.

Which documents may need to be updated following a move to California? These documents may include:

  • Wills
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Advance Medical Directives
  • Deeds
  • Beneficiary Designations

The documents in need of updating may include additional documents not outlined below. Your knowledgeable estate planning attorney can help you to analyze the facts and circumstances of your estate, as well as the state of your current documents.

As with most aspects of estate planning, every individual’s situation is unique. Therefore, the modifications recommended for you may be different than those recommended for someone else. To learn more about the modifications you may need in your California estate plan, view our free guide, The Ten Things You Must Know Before Creating or Amending Your Will or Trust. Our office of experienced Anaheim estate planning attorneys are well versed in the needs of clients who moved to California from out of state. Call our office today at (714) 459-5481 for a consultation.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm