How to Make Will Updates the Right Way

Updating your will isn’t as simple as crossing things out. Changes must follow legal procedures to be valid.

You can either:

• Add a codicil (a formal amendment), or
• Create a new will that replaces the old one

Work with an estate planning professional to ensure updates are done correctly—so your intentions are honored without confusion or legal challenges.

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Starting your own business can be exciting, but make sure you're ready for the risks and hard work.

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707.452.9606

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Naming the Right Executor: Why It Matters

The executor of your will plays a vital role in managing your estate. But is the person you originally named still the best fit?

Consider whether they’re still willing, available, and capable of handling the responsibility. If not, it’s time to choose someone new—and update your will accordingly.

Schedule an appointment with us today at our Vacaville or Fairfield offices!

VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
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Fairfield, CA 94533
707.421.7800

Don’t Forget About Digital Assets

Your will likely covers physical property and finances—but what about digital assets?

Think: online accounts, cryptocurrencies, domain names, or cloud-stored photos. These can hold significant value, both emotional and financial.

Include digital instructions in your estate plan and store access info securely. As our lives become more digital, your plan should evolve too.

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VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
727 Texas Street
Fairfield, CA 94533
707.421.7800

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A prenuptial agreement is a deal made before marriage about handling money and property if you get divorced.

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601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
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Fairfield, CA 94533
707.421.7800

How Often Should You Review Your Will?

Even if nothing major has changed, it’s smart to review your will every 3 to 5 years. Laws can change, assets can shift, and people in your life may come and go.

Set a recurring reminder, or review it alongside your annual financial checkup. It’s a simple habit that brings long-term peace of mind.

Schedule an appointment with us today at our Vacaville or Fairfield offices!

VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
727 Texas Street
Fairfield, CA 94533
707.421.7800

What Happens If You Don’t Update Your Will?

An outdated will can lead to confusion, delays, and even disputes among loved ones. If beneficiaries or asset details are no longer accurate, your estate may not be distributed as you intended.

In some cases, the courts will need to interpret your will—something that can be stressful for your family. A quick review every few years can prevent these headaches and ensure your legacy is protected.

Schedule an appointment with us today at our Vacaville or Fairfield offices!

VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
727 Texas Street
Fairfield, CA 94533
707.421.7800

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VACAVILLE OFFICE
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Vacaville, CA 95688
707.452.9606

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Fairfield, CA 94533
707.421.7800

When Should You Update Your Will?

Your will is a crucial document that ensures your wishes are honored, but it’s not a “set it and forget it” item. Life changes can mean it’s time to update your will to reflect your current situation.

Consider reviewing or updating your will after major events like:

• Getting married or divorced
• Having a child or adopting
• Buying or selling significant property
• Changes in your financial situation
• The death of a beneficiary or executor

Regular updates help avoid confusion and ensure your assets go exactly where you want. Aim to review your will every few years—or whenever big life changes happen—to keep it current and clear.

Schedule an appointment with us today at our Vacaville or Fairfield offices!

VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

FAIRFIELD OFFICE
727 Texas Street
Fairfield, CA 94533
707.421.7800

Happy 4th of July!

Happy 4th of July!

Be Safe and Enjoy Your Holiday Weekend

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VACAVILLE OFFICE
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Vacaville, CA 95688
707.452.9606

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Fairfield, CA 94533
707.421.7800

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You might be able to rent out a room in your apartment, but check your lease and get permission first. Breaking your lease could mean eviction.

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VACAVILLE OFFICE
601 Buck Avenue
Vacaville, CA 95688
707.452.9606

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727 Texas Street
Fairfield, CA 94533
707.421.7800