Simple Will Attorney in San Marcos

Also Helping Smart People Plan in Escondido, Vista, Oceanside, and Carlsbad

Many otherwise responsible San Marcos area business owners, heads of household, and others who “should know better” put off drafting important planning documents, like their last will and testament, because the process seems daunting, scary, and complicated. While estate planning law can get quite complex – depending on variables such as the nature and size of your asset and property portfolio, your tax situation, the number of beneficiaries you wish to include, and so forth – you can create a document called a simple will to vastly simplify your planning.

Preparing a Will Does Not Need to Be Complicated and Frustrating

What needs to be in your simple will, and how should you troubleshoot problems that arise?

A simple will only applies to you; it will not apply to your husband or wife or partner. The document generally must include the following information:

  • Information to identify that the document is yours;
  • Names of your beneficiaries. They can include family members, friends, and even companies and institutions, like nonprofit organizations. You must include enough information in the will to identify any beneficiary clearly. For instance, say your brother-in-law is named “Matt Smith.” It would not be wise just to stipulate that such and such asset goes to Matt Smith, since thousands of "Matt Smith’s" live in the country. Include birthdays, addresses, and other identifying information.
  • Identify your executor. This is a third party who will ensure that your instructions and wishes will be carried out. You also should appoint a backup executor. Be sure to check with both of these people to make sure that they are willing and able to serve in these designated capacities.
  • Include instructions for how you wish your property and assets to be distributed.
  • Include directions for how dependents should be protected and cared for (e.g. children, elderly parents who are legally depended on you, etc).
Need Thorough, Attentive, Compassionate Help Setting Up Your Simple Will?

The team at the Law Office of Darius Khayat can answer any questions or concerns you have about the process and advise you about other estate planning needs, such as the creation of a revocable living trust, advanced healthcare directives, chartable planning and formation, special needs trust, family limited partnerships, and so on.

The Law Office of Darius Khayat serves San Marcos as well as surrounding communities, including Carlsbad, Vista, Escondido, and Oceanside. Call us now: 760-591-0245.

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