Testament and Disposable Inheritance in San Diego

Making up a Valid Testament and Disposable Part of the Inheritance in San Diego

The law of succession and inheritance in San Diego is regulated by a number of statutes, the chief which are the Administration of Estates Law and Wills and Succession Law. In San Diego, unlike lots of other counties, one might not exclude entirely from his will his/her partner and/or kids. There are statutory constraints on someone’s freedom of testamentary personality. Testimony is the composed statement of an individual’s (The Testator) intents with concerns to the method he/she desires his/her movable and immovable property to be disposed post mortem.

Every person is entitled by the testimony to dispose part or whole of their residential or commercial property. The testament can be composed by any individual who is over 18 years of ages and is sane. Therefore psychologically retarded or under age individuals are not enabled to make up a testimony. A testament is considered valid when it is composed inning accordance with the conditions set in the Testimony and Succession Law, Chap. 195; otherwise, it will be stated void by the Court and it can not be used. Bearing in mind that the validation of a testament happens after the death of the testator, there is no room for syntax errors, as these may trigger cancellation or non applicability of the testimony.

A testament is thought about legitimate when it satisfies the following simple yet standard requirements:

1. It needs to be written.

2. It should be signed by the testator at the bottom or at the end.

3. A signature of the testator need to be put at the bottom of each page or at the end if it goes beyond one page.

4. The testator’s signature is placed before two witnesses, who sign the testament concurrently at the testator’s existence.

Experience in a testament can be anybody who is over 18 years old and is sane. It is extremely recommended to obtain all the witness’s particulars (e.g. ID number, address etc) when composing the testament, so he/she can be quickly identified/traced when it comes to confirming the testator’s signature. It needs to be pointed out that witnesses can validate only the testator’s signature and not the content of the testimony, which they likely might overlook. In addition to those requirements, a testament is considered relevant and legitimate when it is properly stamped and dated. In order to avoid any doubts/ double meanings, the intent of the testator should be expressed in a clear and particular way. For instance, I offer and bequeath my cars and truck, type xx and registration number xx (full information) to my xx cousin (complete details); not, I offer and bequeath my car to my cousin in general, while I have lots of cars and cousins. Due to the fact that of pressure, fraud or unnecessary influence then that part is thought about void and will not be used, if the entire or part of the testament is made up.

The Law Firm of Steven F. Bliss, Esq. has been decidedly focused on Estate Planning which entails Probate, living trust as well as trust administration.  Furthermore, if you desire to avoid probate for your family, then I urge you to consider developing a solid estate plan with an appropriate last will and testament.  Consequently, your initial consultation will always be complimentary and my attorney fees are extremely competitive. In addition to tremendous service, I have offices located in San Diego, Rancho Bernardo, San Marcos, and Temecula.

We even offer home appointments when the situation necessitates.

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The individual who claims that the testament was signed since of fraud, duress and/or pressure has the burden of evidence. It must also be mentioned that a person’s right to get rid of his/her property with a testament according to the San Diego inheritance law is not outright and goes through restrictions. If the testator has a spouse and children or descendants, the readily available part which he/she is entitled to dispose by testimony should not go beyond the 1/4 of the heritage’s net value. If the testator has a partner or parent and no kids, then the available part which he is entitled to get rid of by testament must not go beyond the 1/2 of the heritage’s net value.

The net value of the testator’s heritage is calculated on the date of his/her death and not on the date of the structure of the testament. Nor parents nor descendants then he/she is entitled to dispose the home in any way he/she wishes if the testator has neither partner nor children. The circulation will be decreased and cut out so that it complies with the above-mentioned constraints if the testator gets rid of a larger part than the one permitted by the law. These limitations are not used if the testator is born in United Kingdom or in a Member State of the Commonwealth or if the testator’s dad was born in USA or in other Member State of the Commonwealth; these limitations are likewise not used when it pertains to the circulation of a foreign individual’s movable residential or commercial property, whether he lives or does not live in San Diego.