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Blog 2018 September Can I Modify a Will in Texas?
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Can I Modify a Will in Texas?

Posted By Law Office of Kathryn Marteeny || 12-Sep-2018

Life never remains the same and, therefore, it is important to be able to make changes to a will and ensure that it is kept up to date with the changes in your life. If your will is not updated, it will cease to reflect your current wishes. Why might a person want to change his or her will? There are numerous reasons, including marriage, common law marriage, a divorce, the birth of a new baby, new stepchildren, moving from a community property state to a common law property state, or there was simply a change of heart regarding heirs. Whatever the reason might be, it is possible to modify your will in Texas. Before you make any decisions, however, make sure that you consult with a skilled estate planning attorney to ensure you are taking the best course of action for your circumstances.

How to Change a Will

One of the easiest ways for a person to change his or her will is to make a new one and revoke your old one. To revoke the old will, you will have to write a statement in the new one stating that you revoke all wills and codicils that were previously made. Generally, this is effective enough to revoke any previous wills you had, though you should also make sure you destroy your previous wills to avoid the possibility of your new one being challenged.

It is also possible to change your will by adding a codicil, which is essentially an amendment or addition to your existing will, though these days they are usually avoided. In order for it to be considered valid, it must be witnessed, dated, and signed. This method is avoided because they tend to cause confusion and might even provide a cause to challenge a will.

Changing Other Estate Documents

Additionally, a lot of your property will end up passing onto certain beneficiaries by law, despite what your will might say. Life insurance proceeds, joint bank accounts, retirement proceeds, and stocks that were registered with a transfer-on-death form will all pass to a specific beneficiary. If you end up changing your mind about a beneficiary, make sure you change the names using the forms on which you originally named a beneficiary. Changing the named beneficiaries through your will does not have the same effect, so do not make this mistake.

Living trusts are also unaffected by the terms in your will, so if you do decide to change the terms, you will need to add an amendment to your original trust document.

Estate Planning Attorney in Houston

If you are interested in making changes to your will, you should seek the assistance of a skilled estate planning attorney to ensure everything is done appropriately and all procedures are followed. At the Law Office of Kathryn Marteeny in Houston, our legal team is backed by over three decades of experience that we will use to your advantage. You can rely on us to advise you no matter what type of will you have.

Get started today and reach out to our law office at (713) 936-2300 to schedule a consultation with one of our Houston attorneys.

Categories: Estate Planning

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Law Office of Kathryn Marteeny
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