The Flanigan Law Group, A Professional Corporation
Call Our Irvine Office Today
Click Here To Call Now
Local: 949-450-0041
Toll Free: 800-732-2413

Can Changes Be Made to an Estate Plan After Death?

Building in flexibility into your California estate plan, which includes naming secondary beneficiaries, is an important aspect of creating a comprehensive estate plan. Still, many people wonder if there is another way that an estate plan can be amended to pass assets to another, even after the estate owner has died.

The answer is yes - if you utilize something called a disclaimer.

For example, it is not uncommon for a parent to want to see an inheritance pass directly to their children instead of them. This can be for a number of reasons - they don't need the money, there are estate tax consequences, or they simply want to help out. Whatever the reason, anyone can disclaim an inheritance in favor of the next generation or a trust by executing a written disclaimer.

A disclaimer must adhere to California probate code, so you will need the assistance of a qualified probate attorney with experience in post-death estate administration. If errors or oversights were made in an existing estate plan, these may also be correctable through careful post-death estate administration.

The Flanigan Law Group is an Irvine estate planning, administration and litigation legal services law firm. For more information on California probate and post-death estate administration, contact the Flanigan Law Group at 949-450-0041.


No Comments

Leave a comment
Comment Information

Learn How We Can
Help You

Send Us An Email

How May We Help?Send Us An Email

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

15615 Alton Parkway
Suite 450
Irvine, CA 92618

Toll Free: 800-732-2413
Fax: 949-271-6346
Map & Directions

Review Us