Owning real estate in multiple states means multiple probate proceedings — unless you plan around it.
Each state where you own real property at death requires its own probate proceeding. For a $2M–$30M household with vacation homes, rental properties, or commercial real estate across state lines, this means multiple attorneys, multiple courts, and years of delay for your heirs.
What changes at the $2M–$30M level
Your action plan
Ordered by urgency. Items marked "Immediate" should be addressed within 60–90 days.
Property held in a trust avoids probate in every state. This is the cleanest solution for multi-state real estate exposure.
Do this in My Wealth Maps →Some states tax non-resident real estate in their state. Massachusetts, Oregon, and Washington all have estate taxes that apply to in-state real property.
Do this in My Wealth Maps →An LLC provides liability protection and allows you to transfer ownership interests rather than the real property itself — simplifying estate transfer.
Find an estate attorney →Spending significant time at an out-of-state property can trigger income tax residency in that state. Know the rules before you cross the threshold.
Do this in My Wealth Maps →Your domicile determines which state's estate tax applies to your full estate. Document the factors that establish domicile in your intended state.
Do this in My Wealth Maps →How prepared are you for multi-state real estate?
Answer 5 questions and get a personalized readiness score with specific gaps identified.
Get professional help
An estate attorney can execute the legal documents and trust strategies this event requires.
Browse attorneys →A fiduciary advisor can model the financial impact and coordinate strategy across your full picture.
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