Adam Lopez

Estate Plan Update

Article Type: Ask a Planner

Q: If I move, does my estate plan need an update?

A: If your will was valid at the time you created it, it does not necessarily become invalid just because you move to a new state.

However, such a move could complicate the settlement of the estate if your will is not updated. In addition, often with a move comes other life changes that may warrant a review.

Finally, each state has its own power of attorney and power of attorney for healthcare documents. Therefore, even if your will or trust does not need any revisions, you may need to update those items.

Have Questions?

Call us at 888.448.3040 or email planning@barnabasfoundation.com to ask a planner.