Legal Question in Wills and Trusts in Florida
Is a revocable living trust that was written in Maryland valid in Florida?
1 Answer from Attorneys
As long as it was validly executed under Maryland law, it will be valid in Florida. That being said, if it is your trust and you just recently moved to Florida, I would use this as an opportunity to have it reviewed by a local estate planning attorney. It is always a good idea to review your estate plan every 3-4 years, or upon a life changing event. Such an event could be a birth, death, marriage, or moving to a different state.
Have the trust and all of your other documents reviewed. It is worth the small price that it will cost. As an example, I recently reviewed an estate plan of an individual who moved from a northern state. The trust was fine, but the will, in this case a typical pour over will, was not self proving, and upon inquiry I discovered that not all of the assets of this person had been funded in their trust. If the client had died, in order to probate the will, it would have been necessary to locate the witnesses to the will, and have them execute oaths to have the will admitted to probate. A big hassle that was avoided.
As I said, have your plan reviewed - makes good sense in the long run.