What should I do if I was recently remarried and need to update my Anaheim estate plan?

Marriages, births, and divorces are some of the most common reasons people cite for deciding to update their existing Anaheim estate plan. Reviewing your estate plan is perhaps even more important when entering into a second marriage. Second marriages often involve unique issues that could significantly impact your estate planning. If you were recently remarried and need to update your estate plan, consider taking the following actions:

  • Contact a knowledgeable Anaheim estate planning lawyer right away for guidance. Since we unfortunately never know when we may become incapacitated or pass away, it is vital to update your estate plan while you have the opportunity.
  • Review your previous documents, and consider what changes you would like made.
  • Consider any ongoing obligations with regard to your previous marriage, including divorce agreements and child support.
  • Make a list of your assets and how they are held.
  • Review the beneficiary designations on your accounts.
  • Obtain a copy of your title to real estate or other property.
  • If not already done, make a list of all assets that have been moved into your existing revocable living trust.

To learn more about amending an estate plan in California, view our free guide, The Ten Things You Must Know Before Creating or Amending Your Will or Trust. Our office of experienced Anaheim estate planning attorneys can help guide you through the process of updating your will or trust to reflect your new marriage and family circumstances. Call our office today at (714) 459-5481 for a consultation.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm