What should be Addressed in My Will?

Attorney Image By: James Filippi
What should be Addressed in My Will?

What should be addressed in my will? 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.

Filippi Law Firm, P.C., provides legal services in estate planning, probate, trust administration, trust litigation, and personal bankruptcy in the greater Sacramento area, with a focus in Rocklin, Roseville, Lincoln, and Granite Bay. Give us a call at (916) 333-7910 or fill out the contact form to get in touch with our office. Consultations are free, and they can be done over the phone, via Zoom, or in person at our office in Rocklin. Prepare for your future and work with the best estate planning attorneys today.

Satisfied Client Stories


Was going in for heart surgery in a week and needed an Estate Plan ASAP! Jennifer and the staff at Filippi Law Firm managed to put together my plan, which was rather extensive, within that time frame. This gave me the peace of mind I needed in case the worst happened. Luckily it wasn’t need but I now have it in case I ever do. Great staff and wonderful to work with. Wouldn’t go to anyone else. Would give 10 stars if I could.

Matthew S. | Antelope, CA

We recently relocated from the Bay Area and wanted to update our over-25-year-old Living Trust. He did an outstanding job. He also gave us some contacts in Texas to update some property we own there.

Elmer Y. | Rocklin, CA

Patient and caring and trustworthy are the best words to describe the service my husband and I received. We highly recommend this law firm.

Koren C. | California

I highly recommend Filippi Law Firm. Katia, is extremely genuine very helpful. Great communication from beginning to end. We will work with this law office again. Thanks, team!

Robin G. | California

Loved working with the team here for legal services. Responsive and professional and kept me updated through the process. Great all-around experience!

Matthew J. | California

Always there for you !! Always answering all your questions!! The experience was easy , fast and affordable!! There team is amazing!!!

Michelle W. | Vacaville, CA

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