If you've moved to a different state, updating your estate planning documents to reflect your new state of residence is important. Trust & Will creates state-specific documents, so state laws around taxes, property, healthcare, and family matters can affect how your plan works.
How to Update Your State (Will-Based Plans)
- After logging in, click Documents from the menu bar on the left and select the Summary tab at the top.
- Find the Basics section.
- Click on your current state to re-enter the questionnaire flow.
- Choose your new state from the dropdown.
- Click Save & Continue to apply the changes.
- Continue through the rest of the questions to ensure all questions are answered and up to date.
Once updated, re-print and re-sign your documents to ensure everything reflects your current state accurately.
Trust-Based Estate Plan Considerations
To update your state on a Trust-based plan, follow the same steps above. This will trigger a Restatement of your Trust, generating new documents for your updated state. You'll need to re-sign and notarize the restated documents, but you do not need to re-fund assets already in your Trust, only new assets acquired after the restatement (i.e., new real estate).
One exception: If you are married with separate trusts and are moving to a community property state, the platform will not allow you to update your state. Please reach out to our Member Support team so we can walk you through setting up a new joint trust.
Although updating your state isn't legally mandatory since your Trust is recognized across all states, maintaining current information is highly recommended for consistency and legal clarity.
Please don't hesitate to reach out to our helpful Member Support team for any questions or concerns.