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Trusts, Wills, & More

Planning your estate is one of the kindest things you can do for those you love. When you start the Estate Planning process, it’s important to discuss your needs with a highly competent law firm that thinks outside the box. We are passionate about educating our clients and finding creative solution that fit their needs.

Whether you need a specific type of Revocable Trust, Special Needs Trust, or a Simple Will, our responsive team will evaluate your needs over the phone. We offer complete services and can schedule a signing at our office or in your home within one week.

Our blog contains useful information about a variety of different types of estate planning documents.

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What makes a will valid?

A will has to be signed by the testator, signed by two witnesses who are over the age of 14. In order to avoid having those witnesses or other people who know the decedent’s handwriting come to court to testify as to the genuineness of the testator’s handwriting, the will should contain what is called a self-proving affidavit. This occurs when both the testator and the two witnesses sign the will in front of a notary.
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What types of circumstances might cause a will to become invalid?

A will can be found to be invalid if it is not witnessed properly, if it can be shown that the testator lacked testamentary intent or capacity, or that the testator was unduly influenced by another, usually someone who would benefit from the terms of the will.
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Testimony - Tandi

Leslie was amazing, she answered me promptly through text and let me ask all my questions over text, and answered everyone of them quickly and with all the information I requested, without making me feel like I was bothering her!
Quick to set up an appointment and it really was just a great experience all around.

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How can I challenge a will? Who can challenge a will?

Anyone can challenge a will as long as they have a basis for doing so. This is usually done by a person who believes they should have received more under the will than they did or that another person received too much under the terms of the will.

A challenge to a will is called a contest and must be filed in the same proceeding as that in which the contested will is being offered.

Many times, will contests involve the presentment to the court of an allegedly later prepared will that changes the beneficiaries or estate distribution from that contained in the original will.

Will contests can be complicated so this is not a task you should attempt to accomplish without the assistance of a qualified attorney.

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How can I change a will?

There are two ways to change a will. One is to add a codicil, the second is to make a new will. A codicil is an amendment or addition to a will. You can always amend your will by executing another will wherein you specifically revoke any and all private wills.

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