Can the recipients in a will/living trust be changed without seeing a lawyer?
My BIL changed the recipients to his will/trust but did not go to a lawyer. He simply wrote out the changes and had them notarized. Is this valid in California?
Holographic wills are legal in California according to the California Probate Code Section 6111. There are requirements in the case of holographic changes. This is a legal matter, but in short, yes, if correctly done, this is legal. If you are a beneficiary or have other concerns you should consult an expert--a probate attorney--to answer this question.
4 Answers
Helpful Newest
First Oldest
First
ADVERTISEMENT
I'm curious. Is your BIL still alive? If he is, how do you know that he changed the beneficiaries?