Sacramento Wills Lawyer 

Knowledgeable Legal Counsel for Wills in California 

Having a legal will helps you to protect and care for your loved ones after your death. It is essential that you ensure your will is legal under the laws of California.

There are many myths and misconceptions about this type of legal document. At Huber Fox, PC., we strive to assist you with understanding the law and the process of creating and maintaining a legal will.
Our attorneys have years of experience helping people with drafting wills and modifying or revoking them. We have the skills and knowledge to ensure that after your death, the document you leave behind will instruct the court in a clear and precise manner according to your wishes. By working with us, you can stop worrying, knowing you have in place the proper plans to ensure your loved ones have what they need once you leave this world.

Call Huber Fox, P.C. today at (916) 237-8781 or contact us online to schedule a consultation with our will attorney in Sacramento.

The Importance of Having a Will

Many people are unclear on why they should have a will. The main reason is that when you die if you do not have one, the state steps in to make decisions about your estate. Whether you have few assets or an extensive estate, you need a will so that you can control what happens to it after you’re gone.
Without a will, the state will follow basic inheritance laws when dividing your assets. If you have a spouse, he or she will typically get everything. Your other heirs will be out in the cold. The only exception is jointly owned accounts or property, which goes to the other owner or an account with a designated beneficiary, who would then receive that property.

In any case, if you die without a will, probate will often be slow. Meanwhile, your loved ones have no access to your assets. They may have to wait for months or even years to get the property that rightfully belongs to them. Obviously, this is not ideal, but you can avoid such a scenario by creating a will.
If you have a will, then probate more often moves at a reasonable pace. Your executor or personal representative presents the will to the court. The court validates it, defines the heirs, evaluates the assets, and handles any of your remaining financial obligations, such as debts and taxes. Then, your heirs receive their inheritances, and the court closes your estate.

As you can easily see, it is in the best interests of your family that you create a will. Our lawyer can make the process simple and ensure you end up with a valid document.

How to Create a Legal Will?

The first step in creating a will is to ensure you understand the legal requirements under California law. A legal will must be:

• Written
• Signed by your own hand
• Signed by two witnesses not named in the document
• Dated

Do note that notarization is not a substitute for the two witnesses’ signatures. It also is not a requirement.

How to Create a Holographic Will?

You may also create a holographic will, which means writing it in your own handwriting. This type of will does not require witness signatures. However, you must ensure it is legible and that the court can confirm it is in your handwriting and the date upon which you signed it.
When creating any type of will, you must be:

• Age 18 or older
• Of sound mind, meaning that you understand what you are doing and the effects of it and that you are willingly creating the document

California does allow statutory wills, which are essentially fill-in-the-blank documents. Our attorney can provide you with this form and assist you with filling it out. You should note that it is a simple will. You cannot alter the form or add additional items or notes, as that will invalidate it. This type of will is only for estates that are smaller. 

How Can an Attorney Help With Your Will?

A seasoned wills attorney brings a wealth of expertise and understanding to assist you with safeguarding your estate. They navigate the intricacies of estate planning, ensuring that your assets are distributed according to your wishes and mitigating any potential legal hurdles. They also provide valuable counsel on estate tax implications, helping to shield your legacy from unnecessary financial burdens. In essence, a wills attorney is your advocate and guide, striving to secure the future of your loved ones with a legally robust will.

Services a wills lawyer can offer include:

• Drafting a well-structured will that is legally permitted under California law.
• Updating your existing will to reflect changes in your life, such as new family members, acquired assets, or altered relationships.
• Providing important advice on appointing a trusted executor who will manage and execute the terms of your will.
• Assisting with the creation of a holographic will, and guiding you through the specific requirements to ensure it's legally acceptable.
• Offering guidance on statutory wills, including supplying and assisting with the completion of the required form.
• Providing counsel on minimizing estate tax liabilities, thus maximizing the inheritance received by your heirs.
• Advising on the optimal strategies for the distribution of your assets, taking into account the specific nuances of your family situation and your personal wishes.

Contact Huber Fox, P.C. today to get started with our Sacramento will lawyers.