Things To Consider In Writing A Simple California Will

Posted over 1 year ago. Applies to California, 1 helpful vote

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1

Identify Your Property

List the property you have. Be as specific as you can. For example for a car, make sure to identify the year, make and color. For a bank account, reference the banking institution and the account number.

2

Decide who you want to give your property

In a will, you control who takes your property. It can be an adult child, a spouse, a friend, a corporation, a non-profit and even a pet. You may also write the reasons you would like this particular beneficiary to inherit your property.

3

Decide who will be responsible to distribute your property

The executor you name has to be someone you trust in following the instructions of your will. Ask yourself if this person is trustworthy? Can this person following instructions? Does this person get along with the beneficiaries? This is in no means an exhaustive list to consider, but will get you to the correct frame of mine in making a decision.

4

Make sure your will complies with the probate code

In California a valid will requires the following: A) The testator must be 18 years of age or older B) The testator must be legally competent to understand what they are creating C) The will must be signed by the testator before two disinterested witnesses D) California does not require notarization to make a will valid.

5

Access A Sample Template

Apply what you have learned to practice in the following simple will, provided by the California State Bar in the link below:

Additional Resources

Read the California Probate Code 6240 for further information on this subject.

California Simple Will Template

California Probate Code 6240

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