Reviews of Out-of-State Wills & Trusts?

by | Mar 1, 2019 | Uncategorized | 0 comments

Lawyers typically tell clients who are moving to another state to have their Wills and Trusts reviewed by a local attorney. But usually that is a waste of your time and money.

If your documents were prepared by an attorney and the Wills have two witnesses and the Trust Agreement was notarized, there’s really no need to have the document reviewed by a local attorney simply because you moved to Idaho.

Same for your Powers of Attorney and your Living Wills. Idaho law expressly states that those documents will be honored in Idaho so long as they were valid when and where they were created.

The only circumstance that will require an attorney’s attention is one in which you want to change the terms of your documents. If you want to name different beneficiaries, Executors, Trustees, or agents, then a visit with an Idaho attorney is a good idea.

At Peters Patchin & Associates, we would be happy to help you make changes to your documents. Just give us a call at (208) 939-2600 to set up an appointment at your convenience.

Otherwise, welcome to Idaho!

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Daniel Patchin

Benjamin Monaghan, Attorney

Benjamin Monaghan