Updating or amending a will plays a critical role in ensuring that your wishes align with changing circumstances. In California, you must follow specific legal steps to keep the document valid and enforceable.
Reasons to update or amend a will
Life changes often require individuals to revisit their wills. People commonly update wills due to marriage, divorce, the birth of children, or significant changes in financial status. Shifting relationships or the death of a beneficiary may also lead to updates. Regular reviews help wills reflect current intentions and reduce the chance of disputes.
Options for making changes to a will
Individuals in California can modify a will by creating a codicil or drafting a new will. A codicil, which works well for minor updates, alters the original will without replacing it entirely. People often use codicils to change an executor or adjust a specific bequest. Drafting a new will serves as a more practical option for significant changes.
Steps to update a will
Identify the necessary changes, then decide whether to use a codicil for minor updates or draft a new will for significant changes. Reference the original will in a codicil or include a revocation clause in a new will to invalidate the old one. Clearly outline the new provisions and sign the document with two witnesses who do not benefit from the will to ensure validity under California law.
Plan ahead to honor your wishes and protect your loved ones. Properly updating your will creates clarity and brings peace of mind for the future.