California Last Will and Testament

Last Will and Testament documents help individuals outline their wishes after death. Attorney-drafted templates are quick and easy to complete.

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California Last Will and Testament Package

Prepare for the future with all necessary estate planning forms in one convenient package.

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Common California Last Will and Testament documents

  • Standard Will — outlines the distribution of assets upon death.
  • Self-Proving Will — includes a statement of witnesses for easier validation.
  • Pour-Over Will — directs assets into a trust upon death.
  • Holographic Will — handwritten and signed by the testator, often less formal.
  • Joint Will — a single will for two people, commonly spouses.
  • Mutual Will — two wills that are reciprocal and often for couples.

Similar documents: key differences

  • Will vs. Trust — a will distributes assets after death, while a trust can manage assets during life and after.
  • Holographic Will vs. Formal Will — a holographic will is handwritten, whereas a formal will follows state-specific legal requirements.
  • Mutual Will vs. Joint Will — mutual wills are separate documents with reciprocal terms; joint wills are a single document for two people.
  • Living Will vs. Last Will and Testament — a living will outlines medical preferences, while a last will distributes assets after death.

How to get started

Begin your process with these simple steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

FAQs

A trust can manage assets during life and after, while a will only addresses post-death asset distribution.

If there is no will, state laws will determine asset distribution, which may not reflect your wishes.

It’s wise to review your will every few years or after significant life changes.

Beneficiary designations on accounts may override instructions in your will.

Yes, you can designate separate individuals for financial and healthcare decisions.

Glossary

  • Beneficiary - An individual or entity entitled to receive assets from a will.
  • Executor - The person responsible for managing a deceased person's estate.
  • Intestate - Dying without a valid will in place.
  • Testator - The person who creates a will.
  • Codicil - An amendment or addition to an existing will.
  • Probate - The legal process of validating a will after death.
  • Witness - A person who observes the signing of a will.
  • Testamentary Will - A formal document outlining last wishes and asset distribution.
  • Living Will - A document specifying medical treatment preferences in case of incapacitation.

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