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Estate Planning FAQ

No one enjoys pondering the possibility of a serious illness, injury, or death. However, in order to best protect your family and what you have worked for during your life, you should always consider speaking with an experienced estate planning lawyer in Pleasanton. Here are only some of the common questions we can answer for you.

What estate planning documents do I need?

While a will is the foundation of an estate plan, there are many additional documents that can benefit you and your family. We evaluate the individual circumstances of each client, and we can help the following and more:

  • Last will and testament
  • Living trust
  • Special needs trust
  • Power of attorney
  • Healthcare agency and directives

These legal tools each have their own purpose and benefits, and we can advise you what documents can assist you as part of your comprehensive estate plan.

When should I modify my will or trust?

Too many people make an estate plan and then think they are set for life, never revisiting the matter. The reality is that when circumstances change, your estate plan should change accordingly. You should go over your estate plan with an attorney every year or so, and especially if any of the following occur:

  • You get married or remarried
  • You get divorced
  • You have children
  • Your property changes significantly

What happens if I want to challenge a will in probate?

When a loved one passes away, their will should be submitted to the probate court. Sometimes, there are surprising terms of a will that may be unfair, and you might want to challenge the will. Common challenges are based on:

  • Undue influence
  • Lack of mental capacity
  • A subsequent will exists
  • Fraud

Always call a Pleasanton estate planning attorney if you believe you might want to challenge a will.

Schedule an Appointment with Our Experienced Estate Planning Lawyers in Pleasanton

The law firm of Randick, O’Dea & Tooliatos, LLP, handles all types of estate planning matters. Call (510) 344-2599 or contact us online to schedule a consultation to discuss your estate planning options.