Legal Question in Wills and Trusts in California
Relocation, Sanity of benefeciaries and witness:
I have been researching to find out if the beneficiaries have to remain sane in
order recieve their inheritance? And what happens if one or both of the
witnesses have alzheimers, have aged or any likeness that leaves their sanity
questionable? Will that make your last will and testament invalid in a court of
law? What if you move to another state? Will a new last will and testament
need to be drawn?
Thank you.
1 Answer from Attorneys
Re: Relocation, Sanity of benefeciaries and witness:
Beneficiaries receive their inheritance whether sane or not--that inheritance may end up going to a trustee or conservator to hold for them, but it's theirs nonetheless.
The will would be valid in other states, but it still pays to have it reviewed to make sure the new state's law doesn't create a different result than what the will would have done in the original state.