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.

Changes in California Estate Law

California laws governing probate and inheritance are not static. While your original will might have been legally valid when created, changes in legislation can affect how your estate is distributed. An updated will ensures your plan stays in line with current laws and avoids unnecessary complications in probate court.

Regular Reviews Help You Stay Protected

Even if you haven’t experienced a major life change, it’s a good idea to review your will every few years. Families grow, financial situations shift, and priorities change. A quick check-in with an estate planning attorney in California can confirm everything is still in place.

How to Make Updates the Right Way

Never cross out or handwrite changes directly on your existing will. California requires updates to be made through a formal amendment (called a codicil) or by drafting a new will altogether. This helps ensure your wishes are legally enforceable and reduces the chance of disputes after you’re gone.

Need Help Reviewing or Updating Your Will?

If you’re unsure when your will was last updated or want to make changes to match your current circumstances, our office can help. We work with families across California to review, update, and manage their estate plans with clarity and care. Keeping your will current is one of the most thoughtful steps you can take to protect those you love.

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