A will gives you a voice in what happens to property held in your name, who should administer your estate, and—when minor children are involved—who you want the court to consider as guardian. It is an essential document, but it works best as part of a coordinated estate plan.

Gene Gleason prepares and reviews California wills for individuals and families in La Mirada and nearby communities. He explains what a will can accomplish, where its limits are, and how it should work with a trust, beneficiary designations, powers of attorney, and health care instructions.

Those limits are why Gene looks at the whole plan instead of treating a will as an isolated form.

Pour-over wills and living trusts

Many trust-based estate plans include a pour-over will. It directs remaining probate assets toward the trust after death, but those assets may still require probate before reaching the trust. Proper trust funding remains important.

When to review your will

  • After marriage, divorce, birth, adoption, or death
  • When an executor or guardian choice changes
  • After acquiring or selling significant property
  • When a beneficiary develops new needs
  • After moving to California
  • Whenever the document no longer reflects your wishes
When to review your will. A couple looking over their will.

California recognizes wills that meet legal requirements, but small errors in signing, wording, or coordination can create large problems later. Legal guidance helps ensure the document reflects your intent and fits the rest of your plan.

California intestacy law determines who receives probate property, and a court appoints the person who administers the estate. The result may not match your preferences.

Put your wishes in writing

Schedule a consultation with Gene to prepare a will or review an older document. You will receive direct advice and a clear explanation of how each part fits into the larger plan.

Keep reading about wills

The information contained herein is general information about the law only. The law is subject to change. If you have a specific legal question and want your question(s) answered, consult with an attorney.