What should be Addressed in My Will?

Attorney Image By: James Filippi

Having a will is crucial to anyone that has assets. Those that die without a will are at risk of having the court decide who gets their personal property and financial assets after they pass.

Many people feel that only older individuals need to have a will, but that is not the case. Anyone over the age of 18 that owns a property, has children, pets, a vehicle, and a bank account should create a will so that all the items they worked so hard for go to the person or people they want to leave the property to.

Regarding estate planning in California, it is important to seek counsel from an experienced attorney. The dedicated team at Filippi Law Firm P.C. are proven in assisting the testator (the individual creating the will). We will go through each important detail that a will covers to ensure all details are included, and the will stands up in court.

Creating Your Will in California

Certain requirements are necessary for the will to be valid and stand up in a court of law.
Here are some of the requirements that need to be addressed when creating your will:

Each state has its nuances when it comes to creating a will. In California, there are some special requirements that you will need to abide by. California will can be made without witnesses, but it must be handwritten by the testator and signed on the final page.

Many choose to hire an estate attorney Rocklin, instead of going alone.

Things That Should Be Addressed in Your Will

Some put off making a will because it can be daunting, including much specific information such as account numbers and other details. But it is a necessary step in estate planning Rocklin.

After the effort you put into writing the will, you will have the satisfaction of knowing that your assets are protected, and those you love will get what you want them to have after you pass.

Knowing what should be addressed and how to write a will in CA is important.

List of your assets

Once you have gathered all assets and valuables, you are ready to complete your last will and testament California.

Documents you need to prepare your will

Name the executor of the will

This person should be responsible and trustworthy. Many people name a co-executor if the main executor cannot complete the task.
Determine who your beneficiaries will be

It would be best if you were as specific as possible regarding who will inherit money, property, personal belongings, and other assets.

Guardians for minor children and adult dependents

Those with children need to name guardians for minor children or adult dependents. Some also include pets to ensure they will be cared for following the passing.

Updating the will

Remember to update the will when you get married, remarried, or divorced, purchase or sell a significant asset. Have children or gain an inheritance—the birth of grandchildren, additional assets, etc.

If you are unsure of what exactly should be included when going through California last will and testament requirements, seek the help of an experienced estate planning lawyer.

Legal Help on Estate Planning Rocklin

If you are looking for an estate lawyer Rocklin, look no further than Filippi Law Firm P.C. If you are gathering your information for estate planning California, it may take a while to gather everything together. Take your time and ensure you have everything you need to complete the will.

There is a lot of information that goes into a well-prepared will. You must plan and allow time to gather all the necessary documents.

This can be a lot of information and confusing for many individuals. Do not get overwhelmed, and hire the best estate Attorney in Rocklin, Filippi Law Firm P.C. We will help walk you through the process and ensure everything is in order. Contact us at 916-333-7910 and get started with your estate planning Rocklin.

Satisfied Client Stories

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Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with

Suzan Henshillwood
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I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

Suzan Perfetto
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Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

Bret Rapozo
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Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

Jil Voorhies
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We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

John Wendt
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The Filippi Law Firm is very family oriented, professional in every way and quickly responded to any questions my family had. Their end product left nothing to be desired as it was an extremely well thought of and produced legal document. I highly recommend the firm to perform in any capacity of estate planning or administrative law.

Geraldine Dolan

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