A will is a basic element of financial planning. Everyone needs at least a simple will to ensure that your wishes are known and that your affairs are handled in the manner you would like.
We help our clients prepare their will. A will is an essential component of a strong financial plan. We provide wills and codicils for individuals, couples, and domestic partners.
A will addresses considerations such as:
- Who will inherit your property?
- What property will be included in your will?
- Who will be the executor of your estate?
- Who will serve as a guardian to your children?
- Who will manage your children’s inheritance if they are not of legal age?
If you wish to make changes to an existing will, there are two options. You can prepare a codicil to your will which addresses only the changes that are being made. Alternatively, you can revoke your old will and create an entirely new will, which often removes any confusion that a codicil might cause.
David will review your situation and draw up the appropriate document to address your wishes.
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- Phone: (925) 472-8000
- Fax: (925) 472-5925
- David@AriettaLaw.com
- 700 Ygnacio Valley Road, Suite 150 Walnut Creek, CA 94596
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We can help you prepare your will as it can accomplish many things and deal with various situations. A will is a basic element of estate and financial planning. Everyone needs at least a simple will to ensure that your wishes are known and that your affairs are handled in the manner you would like. A will is an essential component of a basic financial plan. It is the cornerstone of a living trust as it functions as a routing mechanism to ensure that property not in a trust on a person’s death can be willed to the person’s living trust.
A will addresses considerations such as: Who will inherit your property? What property will be distributed pursuant to the terms of your will? Who will be the executor of your estate? Who will serve as the guardian of your children? Is your partner protected?
Whether you have a large estate or a small estate or feel you really do not own anything, you should still at least have a will. At a minimum it appoints someone to help manage your estate and have control over whatever assets you own, now or in the future. It also gives some clarity and guidance to third parties, such as financial institutions and government agencies. It makes things a lot easier for your loved ones and heirs when the time comes to deal with your estate. If you cannot decide on an executor or have no immediate family who could serve as executor, we can help you find a qualified private fiduciary. Same sex couples have special considerations and we can assist with a properly structured will.
We also advise clients on making changes to an existing will as there are two options. You can prepare a codicil to your will which addresses only the changes that are being made. Alternatively, you can revoke your old will and create an entirely new will, which often removes any confusion that a codicil might cause.
