Creating a Simple Legal Will in California: A Guide for Everyone

Posted on June 24, 2023 by Rose Mortuaries & Cremation under Uncategorized
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Almost half of all Americans pass on without leaving a will. This is a problem. In California, the law, called intestate succession, states “the deceased assets will go to the closest relatives.” This, unfortunately may not always be what the deceased actually wanted. In the spirit of seriously lowering hurdles, we offer a guide to the actual bare minimum steps to creating a legal will.

Creating a legal will is one of the best things you can do for your loved ones. A will is a legal document that outlines how your assets and property will be distributed after your death. In California, you can create a simple legal will without the help of an attorney. Let’s break it down.

Who Can Make a Simple Legal Will in California?

Anyone who is at least 18 years old and of sound mind can create a simple legal will in California. You must also be a resident of California when you sign your will.

What Should You Include in Your Will?

Your will should include the following information:

Your name and address
The name and address of your executor (the person responsible for handling your affairs after your death)
The names of your beneficiaries (the people or organizations to whom you want to leave your property)
A statement revoking any previous wills and codicils (amendments to your will)
A statement appointing a guardian for any minor children you have
A list of your assets and how you want them divided
Any specific instructions for the distribution of your assets

How Do You Execute Your Will?

Your will must be in writing and signed by you and Two witnesses who are both at least 18 years old and of sound mind. Your witnesses should not be people who will receive anything under your will. They must watch you sign your will and then sign it themselves. You do not need to notarize your will in California, but it can make it easier to prove the validity of your will.

Can You Change or Revoke Your Will?

Yes, you can change your will at any time. You can add or remove beneficiaries, change your executor, or change the distribution of your assets. You can also revoke your will entirely if you no longer want it to be in effect. Simply destroy your original will and any copies you have made. Be sure to make a new one!

About us

Rose Mortuaries and Cremation is a pillar of the Rancho Mirage community offering dignified pre-need and at-need cremation and funeral services to the entire Coachella Valley for almost 50 years. We provide complete services from our two locations, Rancho Mirage and Desert Hot Springs, California.

Rose Mortuaries & Cremation

Rose Mortuaries & Cremation serves families of the Rancho Mirage, CA and Desert Hot Springs, CA areas. We invite you to discover who has made Rose Mortuaries & Cremation the ultimate provider of creating healing experiences in the community.

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