Will My Estate Planning Documents Be Recognized in Another State?

Generally, no. Revocable living trusts are recognized across state lines because they are based on contract law rather than probate law. A trust update may be warranted when real property is owned in another state (governed by where the property is located), the new state has different tax implications, or the trust's governing law or situs needs to change. SimplyTrust's revocable trust is recognized across states and is built online in about 15 minutes.

Most states accept healthcare proxies from other states, especially those that have adopted the Uniform Health-Care Decisions Act (UHCDA). However, healthcare providers may be more familiar with their own state's forms. Keeping both the original state's document and a copy in the new state's format is common practice after a move.

States that have adopted the Uniform Power of Attorney Act (UPOAA) are required to accept powers of attorney from other states. Even non-UPOAA states generally recognize out-of-state POAs. However, financial institutions may require additional documentation or prefer their own state's format.

The Uniform Probate Code is a model law that provides consistent rules for wills and estates across states. About half of US states have adopted the UPC or portions of it. UPC states recognize wills that were valid where executed, under the law of the testator's domicile, or under their place of abode.

Existing documents often remain valid after a move, though review is common practice. Updates are typical when: the new state has different witness or notary requirements, real property exists in multiple states, the new state has different tax rules, or chosen agents now live far away. Our free legal document builders create updated state-specific documents.