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Law Commentary

Why You Should Update Your Will if You Move to a Different State

At the end of the estate planning process, clients often ask whether they should update or revise their estate planning documents if they move to a different state in the future. The short answer to this question is usually yes:  at the very least, contract a local attorney to review the estate plan to ensure that the documents align with the new state’s probate and testamentary laws. This article illustrates why it is a good idea to review, and sometimes revise, estate planning documents after moving to a new state.

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How Often Should I Update My Estate Plan?

Upon finishing the estate planning process, clients often ask the understandable question, “how often should I update my estate planning documents?” I like to think that this question is spurred by the client’s eagerness to repeat the wonderful experience that is the process of discussing and drafting the estate planning documents and not, rather, that the question is asked in hopes that the client will never have to go through this process again.

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