California Will Form PDF Details

In the realm of estate planning in the Golden State, the California Will form stands as a testament to simplicity and legal structure, providing a pathway for individuals to dictate the distribution of their assets posthumously in adherence to the California Probate Code, Section 6240. This document specifically caters to the needs of residents by offering a straightforward process: initially urging the drafter to thoroughly read and understand the document—potentially with legal counsel’s assistance—to ensure clarity in its execution. It emphasizes filling in the prescribed blanks without alteration and underscores the significance of the formal witnessing process, stipulating that the will must be signed by two witnesses following specific instructions to validate the will-maker's final wishes. This statutory will encompasses provisions for bequeathing personal residences, automobiles, household and personal effects, as well as cash gifts to designated beneficiaries, while also outlining directives for the residue of the estate. Additionally, it carefully navigates the selection of guardians for minor children, should there be no surviving parent, and the appointment of executors to manage the estate, detailing the option to waive the requirement for a bond for the executor—highlighting a considerate approach to minimizing the administrative burden on the bereaved. By meticulously tailoring these elements, the California Will form presents a venerable instrument aiming to alleviate the complexities often associated with estate planning, ensuring that individuals can bequeath their legacies as they envisage, with peace of mind and legal certainty.

QuestionAnswer
Form NameCalifornia Will Form
Form Length6 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 30 sec
Other namescalifornia statutory will form 2021, california will form 2021, will california, california statutory will form

Form Preview Example

California Statutory Will

California Probate Code, Section 6240

INSTRUCTIONS

1.READ THE WILL. Read the whole Will first. If you do not understand something, ask a lawyer to explain it to you.

2.FILL IN THE BLANKS. Fill in the blanks. Follow the instructions in the form carefully. Do not add any words to the Will (except for filling in blanks) or cross out any words.

3.DATE AND SIGN THE WILL AND HAVE TWO WITNESSES SIGN IT. Date and sign the Will and have two witnesses sign it. You and the witnesses should read and follow the Notice to Witnesses found at the end of this Will.

CALIFORNIA STATUTORY WILL OF

Print Your Full Name

1.Will. This is my Will. I revoke all prior Wills and codicils.

2.Specific Gift of Personal Residence. (Optional-use only if you want to give your personal residence to a different person or persons than you give the balance of your assets to under paragraph 5 below.) I give my interest in my principal personal residence at the time of my death (subject to mortgages and liens) as follows:

(Select one choice only and sign in the box after your choice.)

a. Choice One: All to my spouse or domestic partner, registered with the California Secretary of State, if my spouse or domestic partner, registered with the California Secretary of State, survives me; otherwise to my descendants (my children and the descendants of my children) who survive me.

b. Choice Two: Nothing to my spouse or domestic partner, registered with the California Secretary of State; all to my descendants (my children and the descendants of my children) who survive me.

c. Choice Three: All to the following person

if he or she survives me (Insert the name of the person.):

.

_______________________________________

d. Choice Four: Equally among the following persons who survive me (Insert the names of two or more persons.):

______________________________________

______________________________________

______________________________________

______________________________________

3.Specific Gift of Automobiles, Household and Personal Effects. (Optional–use only if you want to give automobiles and household and personal effects to a different person or persons than you give the balance of your assets to under paragraph 5 below.) I give all of my automobiles (subject to loans), furniture, furnishings, household items, clothing, jewelry, and other tangible articles of a personal nature at the time of my death as follows:

(Select one choice only and sign in the box after your choice.)

a. Choice One: All to my spouse or domestic partner, registered with the California Secretary of State, if my spouse or domestic partner, registered with the California Secretary of State, survives me; otherwise to my descendants (my children and the descendants of my children) who survive me.

b. Choice Two: Nothing to my spouse or domestic partner, registered with the California Secretary of State; all to my descendants (my children and the descendants of my children) who survive me.

c. Choice Three: All to the following person if he or she survives me (Insert the name of the person.):

______________________________________

d. Choice Four: Equally among the following persons who survive me (Insert the names of two or more persons.):

_______________________________________

_______________________________________

_______________________________________

_______________________________________

4.Specific Gifts of Cash. (Optional) I make the following cash gifts to the persons named below who survive me, or to the named charity, and I sign my name in the box after each gift. If I do not sign in the box, I do not make a gift. (Sign in the box after each gift you make.)

Name of Person or Charity to receive gift

Amount of Cash Gift

(name one only – please print)

__________________________________________

 

Sign your name in this box to make this gift

 

 

Name of Person or Charity to receive gift

Amount of Cash Gift

(name one only – please print)

__________________________________________

 

Sign your name in this box to make this gift

 

 

Name of Person or Charity to receive gift

Amount of Cash Gift

(name one only – please print)

__________________________________________

 

Sign your name in this box to make this gift

 

 

Name of Person or Charity to receive gift

Amount of Cash Gift

(name one only – please print)

__________________________________________

 

Sign your name in this box to make this gift

 

 

Name of Person or Charity to receive gift

Amount of Cash Gift

(name one only – please print)

___________________________________________

 

Sign your name in this box to make this gift

 

 

5.Balance of My Assets. Except for the specific gifts made in paragraphs 2, 3 and 4 above, I give the balance of my assets as follows:

(Select one choice only and sign in the box after your choice. If I sign in more than one box or if I do not sign in any box, the court will distribute my assets as if I did not make a Will.)

a. Choice One: All to my spouse or domestic partner, registered with the California Secretary of State, if my spouse or domestic partner, registered with the California Secretary of State, survives me; otherwise to my descendants (my children and the descendants of my children) who survive me.

b. Choice Two: Nothing to my spouse or domestic partner, registered with the California Secretary of State; all to my descendants (my children and the descendants of my children) who survive me.

c. Choice Three: All to the following person if he or she survives me (Insert the name of the person.):

_______________________________________

d. Choice Four: Equally among the following persons who survive me (Insert the names of two or more persons.):

_______________________________________

_______________________________________

_______________________________________

_______________________________________

6.Guardian of the Child's Person. If I have a child under age 18 and the child does not have a living parent at my death, I nominate the individual named below as First Choice as guardian of the person of that child (to raise the child). If the First Choice does not serve, then I nominate the Second Choice, and then the Third Choice, to serve. Only an individual (not a bank or trust company) may serve.

Name of First Choice for Guardian of the Person

Name of Second Choice for Guardian of the Person

Name of Third Choice for Guardian of the Person

7.Special Provision for Property of Persons Under Age 25. (Optional–unless you use this paragraph, assets that go to a child or other person who is under age 18 may be given to the parent of the person, or to the Guardian named in paragraph 6 above as guardian of the person until age 18, and the court will require a bond, and assets that go to a child or other person who is age 18 or older will be given outright to the person. By using this paragraph you may provide that a custodian will hold the assets for the person until the person reaches any age from 18 to 25 which you choose.) If a beneficiary of this Will is under the age chosen below, I nominate the individual or bank or trust company named below as First Choice as custodian of the property. If the First Choice does not serve, then I nominate the Second Choice, and then the Third Choice, to serve.

Name of First Choice for Custodian of Assets

Name of Second Choice for Custodian of Assets

Name of Third Choice for Custodian of Assets

Insert any age from 18 to 25 as the age for the person to receive the property: (If you do not choose an age, age 18 will apply.)

8.Executor. I nominate the individual or bank or trust company named below as First Choice as executor. If the First Choice does not serve, then I nominate the Second Choice, and then the Third Choice, to serve.

Name of First Choice for Executor

Name of Second Choice for Executor

Name of Third Choice for Executor

9.Bond. My signature in this box means a bond is not required for any person named as executor. A bond may be required if I do not sign in this box:

No bond shall be required.

(Notice: You must sign this Will in the presence of two (2) adult witnesses. The witnesses must sign their names in your presence and in each other's presence. You must first read to them the following sentence.)

This is my Will: I ask the persons who sign below to be my witnesses.

Signed on_______________________ at __________________________, California.

(date)(city)

Signature of Maker of Will

(Notice to Witnesses: Two (2) adults must sign as witnesses. Each witness must read the following clause before signing. The witnesses should not receive assets under this Will.)

Each of us declares under penalty of perjury under the laws of the State of California that the following is true and correct:

a. On the date written below the maker of this Will declared to us that this instrument was the maker's Will and requested us to act as witnesses to it;

b. We understand this is the maker's Will;

c. The maker signed this Will in our presence, all of us being present at the same time;

d. We now, at the maker's request, and in the maker's and each other's presence, sign below as witnesses; e. We believe the maker is of sound mind and memory;

f. We believe that this Will was not procured by duress, menace, fraud or undue influence; g. The maker is age 18 or older; and

h. Each of us is now age 18 or older, is a competent witness, and resides at the address set forth after his or her name.

Dated: _________________, _______________________

Signature of witness

Print name here:

____________________________

Residence address:

_____________________________

_____________________________

Signature of witness

Print name here:

________________________________

Residence address

________________________________

________________________________

AT LEAST TWO WITNESSES MUST SIGN NOTARIZATION ALONE IS NOT SUFFICIENT

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1. You will want to complete the california will properly, thus pay close attention when filling in the parts including all these fields:

How you can fill out will california form part 1

2. After this segment is complete, you're ready to insert the essential particulars in c Choice Three All to the so you can move forward to the next step.

will california form completion process shown (step 2)

3. In this particular step, look at d Choice Four Equally among the, Specific Gift of Automobiles, Select one choice only and sign in, and a Choice One All to my spouse or. Each one of these need to be filled in with utmost precision.

Stage no. 3 for completing will california form

4. The next subsection will require your input in the following places: a Choice One All to my spouse or. Ensure you fill out all requested information to move further.

Filling in part 4 in will california form

It is easy to get it wrong when filling in your a Choice One All to my spouse or, so make sure to take another look prior to when you submit it.

5. This final step to complete this document is crucial. Be sure to fill in the required blank fields, which includes Specific Gifts of Cash Optional I, Name of Person or Charity to, Name of Person or Charity to, Name of Person or Charity to, Name of Person or Charity to, Amount of Cash Gift Sign your, and Balance of My Assets Except for, before submitting. Otherwise, it could give you an unfinished and probably incorrect paper!

Amount of Cash Gift  Sign your, Name of Person or Charity to, and Name of Person or Charity to in will california form

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