Moved to Florida from Indiana? What happens to your estate plan
Zacharia Frey PLLC. Updated November 2026.
Indiana has no estate or inheritance tax, so the review centers on your documents and on any Indiana real estate, which would need its own probate in Indiana unless your trust holds it.
What Indiana can still reach
Indiana repealed its inheritance tax for deaths after December 31, 2012, and has no estate tax.
Applies to 2026.
For comparison: The federal basic exclusion amount is $15,000,000 per person for 2026, and a surviving spouse may use the unused exclusion of the first spouse to die (portability). Florida has no estate tax and no inheritance tax.
Worth knowing
Indiana real estate still titled in your name would need its own probate in Indiana unless your trust holds it.
Proving you left
Every state with an income or estate tax has a reason to question a move to Florida. Your estate planning documents are part of the record: a will that recites your Indiana address and Indiana law points the wrong way. How domicile is decided and the Florida domicile checklist.
Your Indiana documents in Florida
Sources
- Indiana Department of Revenue, Inheritance Tax Information
- Indiana Department of Revenue, 2013 Legislative Synopsis
Tax figures change. We confirm the current figures for the year of your review before advising on them.
General information about Florida law, not legal advice for your situation. Reading it does not create an attorney-client relationship.