Are you planning to move out of state? Bellomo & Associates, an estate planning and elder law firm based in York and Lancaster, Pennsylvania, is here to assist you. Our services cover everything from basic estate planning documents to asset protection and more.

 

One common question we often receive is about the validity of documents when moving to a new state. Generally, if your documents were valid in the state where they were created, they should also hold validity in your new state. However, it’s crucial to remember that a confused mind may lead to complications. In many cases, it makes sense to consider redoing your documents according to your new state’s rules and regulations. Each state has its own specific requirements for documents like Powers of Attorney. If your new state has stricter or different requirements, you may encounter difficulties in having institutions accept your documents. While you may eventually prevail, it could be a hassle and time-consuming process.

 

Let me share an example we experienced in the Commonwealth of Pennsylvania. A client moved from Arizona with documents deemed valid in Arizona at the time of creation. Despite having an affidavit from an Arizona attorney, we faced considerable difficulties in Lancaster County when attempting to accept the Will for probate. To avoid potential confusion and refusals to accept your documents, we strongly recommend updating your documents if you have the capacity to do so after moving.

 

Although this might not be the technical rule, it’s a safer option for you and your family. Take the necessary steps to ensure your documents comply with your new state’s regulations.

 

To learn more about estate planning and how to protect your assets, we invite you to join our free educational workshop. Register now and secure your spot!