Will and Testaments in SAN DIEGO, CA

Writing a Will - Wills and Trust Attorney in El Cajon, CA
  • Codicils
Many people have a last will and testament but may want to change the terms of their will. A Codicil becomes necessary if a person wants to create an amendment to a will that clarifies or adds provisions without changing the entire will itself. Dale E. Rose is experienced and knowledgeable to assist you in this amendment process.
Happy Family - Wills and Trust Attorney in El Cajon, CA
  • Joint and Mutual Wills
Married couples often opt for mutual and joint will to secure their property and assets. It ensures that the terms on their wills are both identical and their is no confusion in the event that one or both of them passes on. Joint and mutual will are very different however. A joint will is a single document created but partners in the marriage that allocates assets to each other if one of them passes. It requires the consent of both parties in order to be cancelled. A mutual will are two separate wills that can be made by married couples or any partners. They contain reciprocal arrangements that allocate assets to the other partner but each will is owned solely by the proprietor of that will.
Stack of Coins - Wills and Trust Attorney in El Cajon, CA
  • Pour over wills
Sometimes there is difficulty transferring new assets into a trust. To alleviate that problem a pour over will can assist. You can assign a portion of your estate that is automatically added or "poured" into your trust based your desires so they do not become controlled by the state.
Shaking Hands Over Agreement - Wills and Trust Attorney in El Cajon, CA
  • Will contests
Sometimes there are events when an will isn't accurate and there be room for opposition. You will need an experienced attorney if the terms of will you're included in is being contested or there is something you believe can be disputed about a certain will in your family.
Elderly Man - Wills and Trust Attorney in El Cajon, CA
  • Will VS. living trust
Understand the difference between a will and living trust and which takes precedence after death. A will allocates property to individual after death but usually includes a probate. A living trust can distribute assets to an individual while the proprietor is still alive without the probate. Typically a living trust will take precedence but you will need a qualified attorney like Dale E. Rose Attorney at Law to insure everything is done properly.
For assistance on all matters concerning wills please contact Dale E. Rose Attorney at Law at 619-441-7500