Prevent Will and Trust Disputes through Precise Estate Planning

As the old saying goes, “An ounce of prevention is worth a pound of” . . . well, in this case . . . “legal action.”

This is especially true in estate planning. According to California probate law, any entity (including heirs and creditors) with an interest in your estate, can contest your will before and during probate.

The result of a contested will may be an extended probate process that causes additional pain and undue stress to your heirs. It could also trigger unintended and unwanted changes to the will’s provisions.

Legal issues arising from an improperly written will and trust can occur more easily than you think.

Divorce, loss of a spouse, remarriage, blended families, and grandchildren are just some of the many changes we see in life, and each of these changes has the potential to create legal loopholes that a contesting party can use to challenge your wishes.

Fortunately, there are steps you can take to ensure your estate plan survives life’s changes:

  • Use a revocable living trust in addition to your will.
  • Make sure your trust and will conform to all California legal requirements.
  • Consult an experienced estate planning attorney to formalize your wishes and to update your estate plan periodically.
  • Immediately consult with an experienced estate planning attorney upon divorce, remarriage, or death of a spou

If you want to be sure your will and trust will be executed to your precise wishes, contact us at the Dayton Law Firm.

With our 10 years of California estate planning expertise, the Dayton Law Firm provides clients a comprehensive, up-to-date and cost-effective estate plan. We can also assist you in keeping your estate plan current to ensure that it addresses changes in estate planning law and in your personal preferences.

Contact us today to learn more about our estate planning solutions.