Legal documents used in estate planning have unique purposes. California advisers usually recommend that everyone creates a will. The same advice may not apply to revocable trusts, depending on individual estate plan desires.
Many wage earners spend decades building carefully-monitored retirement incomes while giving remarkably little consideration to beneficiary details. California estate planning attorneys see frustration and anger among heirs when proceeds from a decedent's beneficiary-related fund end up in the wrong hands.
Many probate laws ensure that surviving spouses and minor children receive an appropriate inheritance from a decedent spouse or parent's estate, sometimes against the wishes of the deceased. Disinheriting a spouse or child may not be possible when a will is contested because state law protects these rightful heirs.
The advice of a friend or family member can be valuable, but there are times when what's right for someone else doesn't work for you. It's common practice in southern California to ask someone you trust for advice or a referral.