Legal Question in Wills and Trusts in California

notification of changes

Does the testator need to notify anyone if they choose to make changes to their will?


Asked on 7/15/08, 2:23 am

2 Answers from Attorneys

Janet Brewer Law Office of Janet L. Brewer

Re: notification of changes

No. A will is completely private until the testator dies. But it would be a good idea to make sure someone knows which will is most recent (or to destroy the old one & all copies - at the very least, write "VOID" or "SUPERCEDED" over each page so there's no question later).

This information is not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship.

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Answered on 7/15/08, 11:31 am
Mitchell Roth MW Roth, Professional Law Corporation

Re: notification of changes

No. But the amendment or new will must be executed with the same formalities as the will itself. So witnesses will have to know of the amendment, but not the substance.

That being said, a will requires probate. I recommend a living trust package for the middle class. You can get all the information you need about how and why to do this yourself from my plain English, written for laymen, not lawyers, book, Create Your Legacy & Save the American Middle Class. You can get it at Amazon.com or www.IWant2CreateMyLegacy.com.

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Answered on 7/15/08, 9:38 pm


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