My revocable trust was drawn up in California. I recently moved from California to Georgia and need to make changes to the trust. Can I keep using the California trust, or must it be amended according to Georgia state laws? What steps do I take?
If you changed your principal residence from California to Georgia, it is a good idea to update your revocable trust, your Will, your power of attorney, and any health care related documents. It may not be absolutely necessary; Georgia will generally recognize the documents as valid as long as they were valid under California law. However, due to differences between the laws of the two states, they may not work as well as they should. It's also a good idea to have someone review the plan periodically, to help ensure that you have the right documents in place and that you can make any needed or desired changes.
To begin, find a good estate planning attorney and contact the attorney's office to schedule an estate planning consultation. Many attorneys offer the estate planning consultation free of charge and free of obligation. After you meet with the attorney, you should have a better idea of what may be needed and what that will cost.
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