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Always Update Wills and Trusts After Major Life Events
Got questions? Ask a wills and trusts attorney in San Diego, CA.
If circumstances have changed since you last prepared your will and trust, you might need to amend those documents so they accurately reflect your wishes. Don't wait to reach out to a trusts and wills attorney in San Diego, CA.
The Law Office of David Sean Dufek can modify your estate planning documents when needed. In general, it's a good idea to update wills and trusts when your beneficiary designations have changed. For instance...
- If you have grandchildren that you want to provide for
- If your daughter changed her name after getting married
- If you want to remove a beneficiary, bequest or successor trustee
It doesn't hurt to ask a trusts and wills attorney to review your documents. The Law Office of David Sean Dufek offers free one-hour document review appointments to determine what, if any, changes are needed.
Contact attorney Dufek today to make an appointment.
Which documents should you update and when?
Wills and trusts aren't the only documents that should be changed. Be sure to update your...
- Powers of attorney every 10 years
- Advanced health care directive as needed
- Deed and title after purchasing additional real estate
You can change attachments or instructions at any time without having to amend or restate the documents. If you make changes to the document after the signature line, all you need to do is date and initial the changes.
However, if you make changes to the body of the trust, will, power of attorney or deed, you must do so via an amendment or by replacing the document. You should only hire an experienced wills and trusts attorney to do this for you.
Have additional questions about updating your estate planning documents? Contact a wills and trusts attorney in San Diego, CA today. The Law Office of David Sean Dufek will help you protect your interests.
