When Should You Update a Will in California

Creating a will is a critical step in planning your legacy, but it’s not a document you draft once and forget. In California, life changes often call for a fresh look at your will to make sure it still reflects your wishes and protects your loved ones.
Life Events That May Trigger an Update
Several personal and financial milestones can affect the effectiveness or relevance of your will. Here are a few reasons to revisit your estate plan:
- Marriage or Divorce: Adding or removing a spouse can have major implications on inheritance and guardianship decisions.
- Birth or Adoption of a Child: You may need to name a guardian or allocate specific assets for your child.
- Death of a Beneficiary or Executor: If someone you’ve named in your will passes away, you’ll need to adjust your plan accordingly.
- Major Financial Changes: If you acquire property, sell a business, or experience a shift in wealth, your estate plan should reflect these changes.
- Relocation: Moving to or from California might impact how your will is interpreted under state law.
In California, if someone dies without a will, the law determines who inherits — and unfortunately, stepparents usually aren’t on that list. Unless you’re legally adopted or listed in a valid estate plan, inheritance doesn’t happen automatically.
What Happens If There’s No Will?
When someone passes away without a will, their estate goes through California probate. The court uses intestate succession laws to divide property among surviving relatives — typically starting with spouses, children, and biological family members.

Stepparents don’t automatically qualify under these rules. Even if you raised the deceased like your own child or shared a close relationship, you may be left out of the inheritance process.
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Stepparent and stepchild relationships can significantly complicate probate in California. If you’re a stepparent who wants to ensure all your children — including stepchildren — are included in your estate, or a stepchild who’s been excluded from a beloved stepparent’s will, it’s important to speak with a probate lawyer in Torrance, CA about your legal options.
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What Happens When Someone Dies Without a Will or Family?
In California, dying without a will is called dying intestate. When a person passes away intestate and has no identifiable family, the fate of their property is left entirely to the state’s probate court system. Without a valid estate plan in place, you give up the right to decide who inherits your assets — and that could mean your entire estate ends up going to the government.
Read the rest of this entry »Adding a family member to your deed may seem like a simple way to avoid probate or transfer your home to a loved one. However, this decision carries legal, financial, and tax consequences that are often overlooked. In California, the risks of adding someone to your home title can outweigh the benefits, especially if your goal is long-term asset protection or avoiding conflict among heirs.

If you are considering adding a child, spouse, sibling, or other relative to the deed of your house, it is important to understand how this decision affects ownership rights, property taxes, and future legal control. Before making changes to your title, contact The Probate House L.C. for a consultation. Our Torrance estate planning attorneys will guide you through safer alternatives that align with your family’s goals.
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Most estates in Torrance, CA go through probate after the estate owner passes away. But there are situations where you can use a simplified process that lets you avoid probate altogether. This can save your loved ones time, money, and stress. With the right planning, an estate administration attorney can help you structure your estate so you minimize or even avoid probate entirely.
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Probate is the legal process whereby the courts take care of a deceased person’s assets. The court’s job is to validate the will (if there is one) so there’s confidence that the deceased’s wishes are known. If there is no will, then the court follows the law to prioritize the deceased’s spouse and children and ensure that creditors and taxes are paid. A probate attorney in Irvine, CA can help you in various ways, including careful estate planning, choosing an administrator well, or even acting as an administrator on your behalf if needed.
Read the rest of this entry »What Happens When Probate Matters Become Contested?

In an ideal situation, after a person’s death, their estate moves smoothly through the California probate court, and all the assets are distributed quickly. Sometimes, probate becomes contested, and when that happens, there can be enormous delays. Talk with a probate attorney no matter where you are in this process. We can help with your estate planning so that you can avoid litigation, and if you’re already facing litigation or need to bring a challenge, we have extensive experience in the Torrance, CA courts and are ready to help.
Read the rest of this entry »What causes family disputes in probate?
The time after losing a loved one can be unimaginably difficult for you and your family. Stressful is an understatement. Everyone processes this loss differently, so it is not hard to see why many families may argue or lash out, especially as they go through the probate process.
There may be no absolute way to prevent conflict from arising in this often extremely emotional time. However, it can help to be aware of some of the reasons behind these disputes, so you can address them properly.
2 common catalysts of conflict
During probate, it is not uncommon for conflict among family members to stem from:
- Procedural issues: If one person is chosen as the executor or personal representative, the remaining family members might have many questions – and opinions – about how they handle probate. The risk of conflict could also increase if your loved one did not leave behind a will or other estate planning documents, leading to intestate succession in California.
- Emotional issues: Processing grief and feeling like you are at the end of your rope can create an environment ripe for conflict, even with loved ones you generally get along with. On the other hand, sibling rivalries or complicated family relationships can also be a root cause of disputes regarding how to handle your loved one’s estate.
As you know, every family is different and complex in their own way. Because of that, the conflict that you face may be intensely personal. It also can stem from a combination of the issues listed above.
Regardless of the reason behind the conflict, it can be a lot to handle while you work to protect and adhere to your loved one’s wishes. Working with an experienced attorney can help you manage conflict effectively and understand the probate process.
When probate involves cherished family heirlooms, it is easy for emotions to run high. These items often hold significant sentimental value. Understanding what happens to them during probate is crucial for families who wish to preserve their heritage and for personal representatives navigating the challenges of probate.
What happens for heirlooms if there is a will?
If there is a will, it guides what happens during probate. Ideally, the person who passed away has stated who should get certain heirlooms. The executor of the estate makes sure these heirlooms go to the people named in the will.
If the will does not mention heirlooms, the executor then decides what to do with them. This might involve selling heirlooms to pay debts or dividing them among family members. Especially if more than one person wants the same item or if heirs disagree about the fate of these items, this can lead to disputes.
What happens to heirlooms if there is not a will?
If there is not a will, the estate goes through intestate succession. This means state law decides who receives the belongings that the deceased person left behind, including heirlooms. These items may not pass to interested family members because only certain people, like a spouse or children, can inherit without a will.
The fate of heirlooms can easily lead to conflict
Family heirlooms often lead to disagreements during probate because they can be emotionally important or valuable. Some common reasons for disputes during probate include:
- Lack of clarity in the will: If the will does not say who gets certain heirlooms, family members might argue over who should have them.
- Emotional vs. monetary value: Some people in the family might think heirlooms are priceless because of memories, while others might think about how much they are worth in money. This can lead to different ideas about who should get them.
- Family dynamics: Old arguments or problems can get worse when dividing heirlooms, especially those with emotional meaning.
- Assumptions and promises: Arguments can happen if the person who passed away made promises that were not written down, leaving family members with different expectations.
These arguments can be difficult, but talking or using a mediator might help achieve a fair outcome. If families cannot agree, the family might have to go to court.
It is important for executors to carefully review the will for any directions about heirlooms. If the will is not clear, they should talk with family members to understand their feelings and wants about the items. Working with a lawyer can also executors balance emotions and legal needs when giving out heirlooms.
Reaching a fair outcome for family heirlooms is possible
The fate of family heirlooms during probate can vary greatly depending on the existence and clarity of a will. By understanding the probate process and seeking experienced guidance, people can protect their family’s legacy for future generations.


