What If Your Trustee Moves to Another State?
Why Location Still Matters in a Digital World
It’s easy to assume that once you’ve named someone as trustee, you’re set—no matter where they live. After all, we do everything online now, right?
But where your trustee lives can still create real problems.
Out-of-State Trustees Face Added Hurdles
In Georgia, an out-of-state trustee isn’t disqualified automatically—but things can get complicated. For one, banks and financial institutions may be less comfortable dealing with a trustee they can’t meet in person. Some may require additional documentation, or even refuse to honor trust powers without court involvement.
There are also practical issues. If the trust owns property in Georgia, your trustee may need to sign documents in person, meet with realtors or attorneys, or deal with local agencies.
If the Trustee Moves Years Later
It’s not uncommon for a trustee to relocate long after the trust is signed. But if your plan assumes they’ll be nearby—or if they’re co-trustees with someone who stayed local—it can create delays, disagreements, or added expenses.
What to Do Now
Review your trust every few years. If your trustee has moved—or you think they might soon—it may be time to name a backup or consider a local co-trustee who can handle things on the ground.
