How to Write Your Own Last Will and Testament In San Diego

Updated: Oct 19, 2021

A Checklist To Drafting Your Own Will In San Diego, California


You can write your own will with the help of reliable self-help books, apps, or internet resources. However, you must be fully aware of what you're doing and the will's instructions.


Here's an easy checklist to writing your own will, as often advised by San Diego Estate Attorneys.


los angeles estate administration lawyer

If your goals are straightforward, you may not need to spend as much time writing your will. However, here are a few items you could require:

  • Your legal name. This should be your legal name for things like work, voting, and banking.

  • The full legal name of your beneficiary.

  • The full legal names and birthdates of your children.

  • Personal guardians' names. Names of persons who will take care of your little children if you cannot do so yourself.

  • Names and contact information for your pets, as well as the persons who will look after them if you are unable to.

  • An estimated inventory of your possessions (if you're leaving it to one or a few people, you won't need this).

  • Names of those who stand to benefit. Names of people you'd wish to leave your possessions to. If your first-choice beneficiaries died before you, the names of beneficiaries to whom you would leave your land.

los angeles estate planning lawyer

  • The names of the guardians. Provide the names of people who can look after your young children's belongings if you cannot.

  • The name of the trustee. Names of people you'd like to be in charge of the property you're leaving to your heirs when they're young.

  • Some debts that will be forgiven. If you want to forgive debts due to you, you'll need to know the name of the person who owes you money, when the debt was incurred, and how much you owe.

  • Names and alternates of those who will be in charge of completing and processing your will. If you use a DIY form, such as the one you may find online or in a book, you'll have to fill in your personal information and decide which clauses to include.

  • Make sure you have a solid self-help tool to guide you if you're going to use the fill-in-the-blank method.

  • You won't have to work if you use software or an online tool because the program will put the paper together for you.

  • You can, however, double-check that you understand and are following your final material.

  • You and two witnesses will sign your will to make it valid. In addition, you can include a "self-proving affidavit," which is necessary for certain jurisdictions, even if notarization isn't required.

  • Although the affidavit aids your executor in obtaining probate for your will after your death, it is not needed.

  • Instead, a respected will-writing instrument will provide this affidavit and instructions on how to use it.

When you do need help with your Will and Testament, contact an Estate Planning Lawyer in San Diego to help you.


Important Considerations


You may have a range of difficulties and factors to consider as you move forward with inheritance planning, including:

  • Inherited property. The best inheritance planning options for liquid assets differ significantly from those for land, shares, stocks, and other types of assets. Our prescreened Estate Planning Attorneys in California have vast experience assessing inherited properties and finding the finest future solutions for them.

estate administration attorney

  • The beneficiary's financial situation. When planning an inheritance, consider the beneficiary's financial status because it can determine whether the gift is spent or saved. If the beneficiaries have a lot of debt, for example, inheritance planning will focus on paying off debts and putting money aside for retirement.

  • If the beneficiary has already established an estate plan. If the beneficiary does not already have an estate plan in place, the possibility of a large bequest in the future will compel them to do so.

  • Inheritance planning can also entail changing the provisions of people's wills (and other estate planning instruments) to account for the inherited property and/or properties when beneficiaries have estate plans in place.

To recap, there is a lot to think about when it comes to inheritance planning, and having one of our prescreened San Diego Estate Planning Lawyers on your side can help you make the best decisions possible.


Find An Estate Planning Lawyer in California

1000Attorneys.com is a California Bar Association Certified Lawyer Referral Service that can refer you to an Estate Planning Attorney that's fit to handle your unique case. You may contact us via our 24/7 live chat (or fulfill our case submission form) for a free initial consultation.

81 views
los angeles attorney referral service

California State Bar Certified Lawyer Referral And Information Service

1000Attorneys.com is a California State Bar Certified and approved Lawyer Referral and Information Service.

We provide unbiased and impartial lawyer referrals. This service isn't owned nor operated by lawyers receiving. referrals.

 

Our objective is that you receive the best comprehensive, high-quality legal representation while holding California attorneys to the highest standards of professional conduct.

Why Lawyer Referrals Matter

 

The California State Bar investigates on average 16,000 complaints of professional misconduct by attorneys annually.

We offer unbiased California attorney referrals and conduct due diligence by researching and recommending the best local attorney for your case. 

 

We verify attorneys are in good standing and have the required experience in the type of law related to your legal issue. 

Learn more about attorney discipline here:

 

Our History 

 

Since 2005, we have assisted people who need legal representation but whose ability to locate reputable California Lawyers is frustrated by unreliable law firm marketing of self-promoting lawyers and biased legal advertising.

How the LRS Works 


Anyone seeking competent and honest legal representation in California, can request a FREE lawyer referral. 

Once you submit your case details online, our legal 24-hour legal department will review your claim and reply via email. Most cases are reviewed and answered within 15 minutes. 

 

A free 30 minute consultation with the attorney will be offered to each referred client. 

A representative will follow up a few days later via email with the client after receiving a referral for quality management purposes, or to obtain the status of the case. 

About lawyers from our network


California lawyers in our network are insured, in good standing with the California State Bar, and have substantial experience in their practice area.

 

Attorneys are available in most areas of law throughout Southern California. Every lawyer in or network has been vetted for:

  • Credentials