Thank you. Currently the beneficiary of the equities is my Trust.
This is extremely helpful info you've provided as basically all my wealth is in a house and the equities.
I just want to make sure by "destroyed" I'm understand you correctly - that I should destroy all the hard copies lying around. I have copies saved on my computer, too, though I could add something to them to the effect that I've written a will that supersedes them. (Or should I just delete them...
Thank you and also @adjusterjack for your very helpful responses! My most valuable property is a house and quite a bit of equities (mutual funds) which I assume counts as money, but I'll read the resources you've both provided to get more details. Thanks a ton.
Many years back I had an attorney create a trust and a will for me. I no longer want my assets to go to the beneficiary of my current will. I'm in CA. I am going through a lot in these next couple years and do not have time to visit an attorney to revamp the will, but having it unchanged in the...
I'm not sure why but I'm unable to post in certain forums, here, including "use of the law forum." I'm aware this is the incorrect forum for my question.
That said, can posts on this site be deleted? Can they be edited? Thanks.