A will serves various purposes. It names a trusted person to handle the transfer of the estate and directs the transfer. Narrative text can express feelings and final communications. Another important role is to appoint a guardian, should children or vulnerable adults be left behind. Finally, you can clarify the status of a former spouse or step-children to avoid confusion or disputes. Even if you have a trust, you still need a will.
Each state has legal requirements for a will to be valid. If a will is found by the court to be invalid, then your estate will be considered “intestate.” This means that your property and funds will be distributed according to California statutory law. Few know what this entails, and it almost certainly would not be your preference.
I can assure you that your last will and testament is valid, and guide you in avoiding excessive taxation, selecting a suitable executor and complying with statutory requirements. Contact me today.
If you have assets in excess of $100,000 or a minor child, at a minimum, you need a properly prepared will. If you have less, and you do not have a will, there is a special means of handling your estate, which does not require probate.
I am Charles Stark, and I represent Sonoma County, California, clients in family law, divorce, estate planning, business matters and real estate law. With more than three decades of deep and broad experience, a proven track record of handling complex cases and an emphasis on client service, my practice is respected among former clients, fellow attorneys and judges.
Contact me for a consultation about a health care directive, living will or other matters. In all my work, I attempt to proactively avoid confusion and conflict between family members. I offer sophisticated legal solutions to family law and estate planning clients. Disputes do arise, and so I handle negotiations and litigation if that is in the best interest of my client. I am rated “Very High” in both legal ability and ethical standards by Martindale-Hubbell.
Family Information Questionnaire
Estate Asset Summary Questionnaire
If you are considering establishing a financial estate preservation plan, or if you are an administrator seeking help with Sonoma County probate, contact me online or by phone at 707-527-9900 to schedule a meeting. Schedule outcomes start with the right choices about your future. My rates are reasonable, either hourly or by flat-fee, and I accept Visa, Master Card, Discover, and American Express.