COVID-19 NOTIFICATION: To protect your safety and ours in response to the threat of COVID-19, Ron Mullin and his staff are available to speak with you by phone to assist you during our normal office hours of 8:30–5:00. We are offering our clients and potential clients the option to connect with us through telephone, email, and zoom video-conferencing. Please call us to discuss your options.

Mullin Law Firm

Free 30 Minute Initial Consultation
Phone: 925-852-6014
Telephone Conferences Available via Phone and Video

Phone: 925-852-6014

Free 30 Minute Initial Consultation. Telephone Conferences Available via Phone and Video.

  1. Home
  2.  » 
  3. Concord Probate & Estate Administration Law Blog
  4.  » Considerations when helping a parent write a will

Considerations when helping a parent write a will

On Behalf of | Jan 7, 2021 | Concord Probate & Estate Administration Law Blog |

Writing a will is an important step for individuals regardless of their age, but older people especially need to consider how their family members will be taken care of after they pass. Residents of California may have parents who are considering their options with regards to a will and need to keep a few things in mind when assisting with this process.

Speaking with family

Having a talk with a family member about the importance of a will is a critical first step in this process. Although no one wants to think about their own demise, having a will is important for many kinds of people, including the elderly, those facing a life-threatening illness and others. Moreover, anyone with children or assets they wish to distribute to particular people upon their death should consider a will.

Understanding their wishes

After a relative commits to making a will, it is important to discuss their wishes. This includes who will get specific items of personal property and all of the other assets that may be distributed after death. Moreover, it is important to discuss who will receive property if a beneficiary passes before the person making the will.

Selecting a personal representative

It is also critical to discuss who will be the executor or personal representative of the estate. Such a person must be trusted to carry out the wishes of a testator and file all of the tax forms and other documents needed to oversee an estate. It often makes sense to discuss multiple alternate individuals in case someone refuses to become an executor or passes before the person making the will.

Seeking help

Once all of these considerations are discussed, family can help their relatives choose a lawyer. An experienced estate planning lawyer may help write an effective will to carry out a testator’s wishes after they pass.