I'm not ready yet, but a will question.

January 07, 2019 14:55

I currently have a will which I don't want to change but simply add a couple of my other wishes. There is a word for a separate document that can work along with my original. I can't remember the word and would like to know if there is inexpensive software to help me create it. Could I just use a notarized word document?

Thanks guys,

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12 comments

ChrisStreett

January 07, 2019 14:56
Codicil?
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pulsarnc

January 07, 2019 14:57
What Chris said
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11b6r

January 07, 2019 15:16
https://formswift.com/sem/static-state/codicil?utm_source=google&utm_medium=cpc&utm_term=codicil&utm_content=209402275569&utm_campaign=static__codicil__b&u_adgroup=codicil&u_network=g&u_device=c&u_placement=&u_country=us&u_producttype=formswiftdotcom&u_product=codicil&u_matchtype=b&u_landingpage=ext2&u_aceid=&u_adposition=1t2&headline=Create A Free Codicil to a Will Online&sitelink_id=658450&gclid=EAIaIQobChMIlazvrIHd3wIVEa_ICh1p5wQOEAAYAiAAEgIxavD_BwE
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chollagardens

January 07, 2019 16:19
Speaking as a person that has had to deal with this,,,,,,,,,,,,,get a attorney to do your will or trust.
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Wild Turkey

January 07, 2019 21:06
Second the attorney thing.

And look into an "irrevocable trust" instead of a will -- in many cases it's an easier way to settle things.
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SW0320

January 08, 2019 01:13
I concor on speaking with an attorney. I do not encourage codicils.

The codicil has to be retained with the will and if not then the change will not take effect.

I have heard many times when a will gets to probate and there was supposed to be a codicil suddenly the codicil can't be found.
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mjrfd99

January 08, 2019 01:56
quote:Originally posted by chollagardens
Speaking as a person that has had to deal with this,,,,,,,,,,,,,get a attorney to do your will or trust.

Get a trust.

Trust me.
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WearyTraveler

January 08, 2019 08:02
quote:Originally posted by mjrfd99
quote:Originally posted by chollagardens
Speaking as a person that has had to deal with this,,,,,,,,,,,,,get a attorney to do your will or trust.

Get a trust.

Trust me.

A trust is a better instrument simply because it doesn't have to go to probate (which costs time n money).

And anything owned by the trust (your house) remains as is. Your trustee will be able to live, give away, sell, rent, donate, as per your wishes.
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XXCross

January 08, 2019 08:20
...and for god sake, don't forget to have it REVIEWED periodically. (every three to five years or the courts can dismiss it)
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rossowmn

January 08, 2019 10:49
I agree with those who suggest getting a trust. My wife and I recently completed putting much of our property in two states into trusts. The cost wasn't much more than if we had renewed our wills, and it will let my son and daughter pretty much avoid the legal fees, time and hassle of probate.
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cbxjeff

January 08, 2019 18:02
Thanks for all the replies guys.
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bustedknee

January 08, 2019 19:57
Wills and Trusts are two very different processes for 2 very different situations.

One may be more advantageous than the other depending on one's financial and family situation.

The laws pertaining to both vary from state to state.

See an attorney is the best advice.
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