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California Estates Wills and Trusts
Ensure Your Estate Plan Works for You
in California
It's important to update your Estate Plan after moving to California. If you recently relocated to California, we'll help in reviewing your estate planning documents to ensure they comply with state laws. While wills, trusts, powers of attorney, and advance healthcare directives from other states may still be valid, differences in estate laws, taxation, and execution requirements could impact their enforceability.​Relocating is a major life change, and your estate plan should reflect your current needs and comply with California law. Schedule a review today to ensure your documents provide the legal protection and peace of mind you and your family deserve.
Key Considerations for Your Estate Plan
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Wills – Most states honor wills that were legally executed elsewhere, but California’s community property laws and spousal inheritance rights may affect how assets are distributed. A review can help ensure your will aligns with California law.
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Trusts – A revocable living trust remains valid across state lines, but trustee designations, tax implications, and funding requirements may need to be updated to comply with California regulations.
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Power of Attorney (POA) – Financial powers of attorney are state-specific, and some banks or institutions may not accept an out-of-state document. Having a California-compliant POA can prevent delays and ensure smooth transactions.
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Advance Healthcare Directive (AHCD) or Living Will – Medical providers in California may not recognize an out-of-state directive. Updating to a California Advance Healthcare Directive ensures your healthcare wishes are honored.
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Real Estate Holdings – If you own property in multiple states, your estate plan should properly address out-of-state real estate to avoid unnecessary probate proceedings outside California.
