Legal Question in Wills and Trusts in California
Are legal wills and end of life documents executed and notarized in PA be legal and recognized now that we are legal residents of CA?
2 Answers from Attorneys
Almost certainly in part, maybe entirely, but because estate, trust and related end of life documentation laws are one of the most state-specific areas of the law, I strongly recommend you at least have them reviewed by a qualified California attorney. Also bear in mind that if you continue to own any assets in PA, you may need to plan for or preferably plan around probate in two states.
If the will was validly executed under the laws of the State of Pennsylvania while the testator was there, then the will is considered to be validly executed under California law. However, Mr. McCormick is correct - it's best to play it safe just to be sure and review the will with an attorney here, if only because California is a Community Property state, and Pennsylvania is not
Related Questions & Answers
-
Can probate be reopened if there was a clerical error? Asked 8/04/14, 2:34 pm in United States California Probate, Trusts, Wills & Estates