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Drafting a Will

Wills Are An Important Part of Estate Planning for Californians

California is a wonderful but complicated place to live and die. Some of the laws that govern our lives in California allow us the quality of life that we all want for our families. Ironically, some of our laws can also make dying in California a very public, long and expensive process unless you prepare properly. Getting your Will done by a qualified estate planning attorney licensed to practice law in California is the bare minimum you need to do to avoid an unnecessary and costly process. However, a trust-based estate plan is generally much more effective for most people.

Attorneys who have spent their career studying California probate and estate planning laws are the few individuals who fully understand the laws that govern how your affairs will be handled upon your death. Many websites and well-meaning friends encourage Californians to take a do-it-yourself approach to forming a Will or trust rather than seeking the counsel of a qualified estate planning attorney. There are many, many families that have had to endure a costly and unnecessary probate proceeding or lawsuit because their loved one decided to “save” the family money by doing their own Will or, even worse, thought they were getting good legal advice by using a website or fill-in-the-form software.

The list of errors that can be made when drafting estate planning documents is long. Please, hire someone qualified to help you. The experienced estate planning attorneys at Generations in Sacramento can offer the advice you need today and will be there to assist your loved ones to settle your estate in the kindest manner possible.

Steps to Having Your Will Prepared:

  • Step #1: Interview attorneys: If you live in the greater Sacramento area – interview Sacramento estate planning attorneys. Remember, all attorneys are not equally skilled. It is up to you to determine if they are qualified to help you. You want an attorney that specializes in estate planning, someone you trust and who you know will still be in business when your family needs them.
  • Step #2: Choose an attorney and talk openly with them: Tell them what you want to achieve, about your finances and about your family. Your attorney will give you the best advice when they fully understand you. If your attorney does not want to talk in detail with you – you may want to reconsider your choice.
  • Step #3: The Will is drafted and you execute it: Once all details are decided, your attorney drafts the Will. Your Will must be signed and witnessed before it becomes effective.

When you need a skilled attorney to draft your Will, call Generations.

All estate planning attorneys are not equally skilled. Many lawyers who write Wills do it only as a sideline and are not aware of the latest tax codes, inheritance laws, and the newest strategies for best protecting your estate. When you need an attorney to draft your Will, call Generations at 916-679-5550 or contact us today. We can help.

Frequently Asked Questions

Q: What are some common mistakes people make when looking for an estate planning attorney?

A: When people are faced with the emotional task of creating an estate plan... Read More

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