My question involves estate proceedings in the state of: Oklahoma
An elderly former neighbor of ours whose first language is not English recently had a revocable living trust created in California, by a California attorney, when she resided in California and expected to continue here long-term.
She subsequently made an unexpected move to the state of Oklahoma, where she expects to reside for the remainder of her life. A financial planner there is telling her that she needs to have the trust re-done by an Oklahoma attorney because of the differences in law between California and Oklahoma. (The neighbor is widowed, with no children or living relatives, either in the US or elsewhere, if that makes a difference.)
She wants to know whether it is really necessary to do a new trust. She reportedly paid $2,100 for the one that was done in California and she is not affluent, so she is understandably reluctant to have a new trust done if it is not really necessary.