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  1. #1
    Join Date
    Mar 2020
    Posts
    2

    Question Is California Living Trust Valid in Oklahoma

    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.

  2. #2
    Join Date
    Sep 2010
    Posts
    19,602

    Default Re: Is California Living Trust Valid in Oklahoma

    It isn't so much that the trust is invalid, it is not. The problem is that each state's laws are slightly different and depending on what the assets are in the trust and what she intends their distributions to be, she may need to make small changes to it. She should consult with an attorney to see what he would want to review/revise it.

  3. #3
    Join Date
    Jul 2018
    Posts
    2,232

    Default Re: Is California Living Trust Valid in Oklahoma


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