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Irvine Wills Lawyer

Leslie Daff  JD/MBA - Irvine Wills Lawyer - Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization

WILLS

In some situations, a living trust may not be necessary, and a will is all you need to transfer property not otherwise passing outside of probate (e.g., by beneficiary designation, titling, contractual arrangement).  However, the property transferred by will must not exceed $100,000 or it will be subject to probate.   

More often than not, and especially if you own real property, a “pour over” will is used in conjunction with a living trust, to catch any assets that may not have been transferred to the trust, so they can be distributed according to the trust’s terms.

You also nominate guardians for your minor children in your will.
 


You’re Invited to Call or E-mail

If you have any questions or comments about any aspect of estate planning,
trust, or probate law, please feel free to call me at (949) 497-5056 or email me at LDaff@estateplaninc.com.   I'll be happy to hear from you and will do my best to help.

- Leslie

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