Legal Question in Wills and Trusts in California

will and/or trust

i own my vehicle and an investment, on which i live.

do i HAVE to see an attorney to bequeath these two items?

thank you.


Asked on 4/13/08, 8:00 pm

2 Answers from Attorneys
Jonas Grant Law Office of Jonas M. Grant, A.P.C.

Re: will and/or trust

You do not HAVE to see an attorney to engage in your own estate planning, just as you do not HAVE to see a dentist when you need a tooth pulled. But the do it yourself results aren't always good. It's not clear from your question what level of assets are involved. This link to the state bar website provides some basic informtion that may be helpful to you: http://www.calbar.ca.gov/state/calbar/calbar_generic.jsp?cid=10180&id=1401

Read more
Answered on 4/13/08, 8:47 pm
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: will and/or trust

the could own the car jointly, there are pros and cons. if you do it will go to the other holder upon your death. you might be able to designate a beneficiary on your investments. contact your brokerage.

Read more
Answered on 4/13/08, 8:57 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California