Moved to Texas? Need to update estate planning docs?

So you've moved to Texas. Now what? Do your estate planning documents from another state still work? Should they be updated? The answer is that it depends, but it's probably a good idea to update your documents. Wills from another state may have different language and may not provide for independent administration in regards to probate. As a result, it's probably in your best interest to update those docs so that they can move through the Texas probate process in the most expedient manner. Your living trust should be fine in all 50 states, but if your living trust is older, then it might just be time to update the document anyways, especially in light of some of the tax changes that have occurred about 5 years ago. Many financial institutions already do not like to accept

durable powers of attorney, so it's probably a good idea to have the best power of attorney that you can find and to ask your pertinent institutions if they will accept your power of attorney should the need arise. Further, there are great benefits to having assets in your living trust with appropriate provisions so that your durable power of attorney may not even come into play. In summary, while it may not always be necessary, it's not a bad idea to consider having your documents updated from both a state perspective and to take into account the most relevant provisions which may not have been included in your older documents. by Mike Massey, JD, MBA, MPA your Austin Wills & Trust Attorney for Affordable Estate Planning


Mike Massey JD, MBA, MPA just might be the 195th most interesting person in Texas. He has 4 college degrees and he's working on a 5th:  BBS Accounting; MPA Master's in Professional Accounting; JD Law Degree; MBA Master's in Business Administration; BBS in Biblical Studies (in progress).

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© 2020 Mike Massey Law.  Managing Attorney Mike Massey, 8911 Capital of Texas Hwy, Ste 3210, Austin, TX, 78759.  Email:  Phone: 888-407-2407.  Mike Massey, Texas Bar # 24032584. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established. Privacy Statement.  Prices can vary based on your unique situation and potential add-on services.  Prices for in-office (in person) meetings typically cost more than virtual meetings that are done over the phone instead of in person.  Prices for virtual estate planning do not include an execution ceremony or notary, as those services are not available with our discounted virtual estate planning packages.