What to do if my elderly mother had a Will, Trust and medical directives completed by an attorney in the state in which she resided but she now lives with me in another state?

Due to health issues she is living with me. Her house has been sold. Everything she owns is here. Being that my sister and myself are on her bank accounts is it necessary to re-do everything here? When the time comes mother’s meager funds would be used for a funeral; the rest split according to her wishes.

Asked on November 12, 2015 under Estate Planning, Michigan

Answers:

M.D., Member, California and New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

If the documents were valid in the state in which they were drafted they should be valid in your state. That having been said, you may want to consult with a local attorney and see what, if any changes, they recommend be made for ease of administering the estate when the time comes. Also, updates may be advisable to these documents based on changes in your mother's life circumstances since the time they were originally executed.


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