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  1. #1
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    Oct 2005
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    Default Addendum to a will

    Several years ago, I had an attorney draw up a will for me. I now wish to make several simple changes (i.e. assigning different monetary gifts than previously stated) and wonder if it would be suitable for me to write a holographic addendum referencing the original will and pointing out the proposed changes I wish to make?
    Thank you! By the way, I have no debts and no dependents.

  2. #2
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    Default Changing a Will

    If I were you, I would have a new will professionally drafted. If my assets were substantial, I would consider having an estate plan created by a lawyer who specializes in estate planning, so as to simplify estate administration and minimize potential tax exposure.

  3. #3
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    Oct 2005
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    Default Thanks

    I appreciate your thoughts very much. As a matter of fact, my assets are very substantial...but, at the same time, quite simple. What would be the point? I would not be subjected to the over 2 million dollar "screw job"....but I would be very close. Short of that, why would it matter??

  4. #4
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    Default

    Minimizing estate administration hassles to your heirs can be a big benefit to them.

    Making sure that you don't make any errors when drafting your addendum, or don't end up with argument over whether the addendum is truly part of the will, can also be a big plus.

  5. #5
    Join Date
    Oct 2005
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    California
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    Default Thank you!

    Thanks for the solid advice. I suppose you're right.

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