To make changes to your California attested Will, you have a few options depending on the extent of the changes you wish to make:
Codicil: A codicil is a document used to amend or supplement an existing will. It must meet the same legal formalities as a will, including being in writing, signed by you (the testator), and witnessed by at least two competent witnesses. A codicil allows you to make specific changes to your will without revoking the entire document.
Amendment or Revocation: Alternatively, you can revoke your existing will and create a new one. This is often a better option if you have substantial changes to make or if your existing will is outdated. You can revoke your will by executing a new will that expressly revokes all prior wills or by physically destroying the existing will with the intention of revoking it.
Unofficial Methods: Please note the simply writing over existing provisions, whiting out provisions to add new ones, etc. are not listed in the options above and should not be employed.
Consult with us: Regardless of the approved method you choose, it's advisable to consult with us. We can help ensure that your changes are made correctly and in compliance with state law to avoid potential challenges or disputes.
When making changes to your will, it's always important to consider the following no matter which approved method you select:
- Clearly specify the changes you wish to make and ensure they align with your intentions.
- Update any references to beneficiaries, assets or fiduciaries affected by the changes.
- Review and update other estate planning documents, such as powers of attorney and advance healthcare directives, to ensure consistency with your will.
Once your changes are properly made, be sure to store your updated will in a safe and accessible location, such as in the specially indexed binder we provide with each estate plan. Additionally, inform your executor or trusted family members of the location of your binder to facilitate its retrieval when needed.

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