I’m Moving States… Is My Trust Still Good? The Documents You MUST Redo

Jul 07, 2022

I get this question all the time when clients move to my state, or when my clients are moving to other states. “Is my trust still good?” The question really is “Do I need to update my estate plan?” In this video, I cover the checklist process in reviewing whether or not a revocable living trust is just fine, needs a tune up, or should be scrapped and redone altogether. Plus, I review the documents that absolutely MUST be redone when moving to another state.

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