Legal Question in Wills and Trusts in Connecticut

I am thinking about making a will. I am 56 and single with no children. Most of my net worth is in various accounts such as mutual funds and CDs. All of them have a designated beneficiary. When I make a will should I leave out any reference to these assets, since the heirs are already designated? I also own a condo outright, which is worth much less than the paper assets. I want to keep the will as simple possible. Thank you.


Asked on 9/19/10, 2:46 pm

1 Answer from Attorneys
Linda Subbloie Linda A. Subbloie, Esq.

Usually you need not designate the particular assets in a will unless you have special conditions associated with the devise.

The bequest of your assets is a general bequest so that it survives when your assets change, such as you sell or transfer or exchange them for something else.

You will need an attorney to draft and help you execute the will so he or she can advise you in more detail.

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Answered on 9/26/10, 4:56 pm


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