Estate planning service
A focused plan for your family and documents.
A will gives written instructions about important decisions after death, including who should receive certain property and who should be nominated for specific responsibilities. Mortensen Law helps clients in Santa Clarita and Newhall think through whether a will is enough, whether a trust should also be considered, and how a will fits into a larger estate plan.
When a Will Matters
A will may name beneficiaries, nominate an executor, and identify who you would want to care for minor children. It can also work with a trust or other estate planning documents. The value of the planning process is not just signing a document; it is making sure the instructions reflect your family, assets, and priorities.
Updating an Older Will
An older will may no longer reflect your current life. Marriage, divorce, children, grandchildren, a move, property changes, a death in the family, or a change in who you trust can all be reasons to review it. Bring the existing document and explain what changed so the consultation can focus on the right issues.
Planning Beyond the Will
A will does not address every estate planning concern. Powers of attorney, healthcare directives, trusts, beneficiary designations, and property ownership can all affect the bigger picture. Mortensen Law can help you decide what documents deserve attention and how to make the first step manageable.
Common questions
Frequently asked questions
What does a will do in California?
A will can provide instructions for property, nominate an executor, and address guardianship nominations for minor children.
Does a will avoid probate?
A will does not automatically avoid probate. Whether probate is needed depends on assets, ownership, beneficiary designations, and other facts.
Can I update an old will?
Yes. A consultation can help identify whether an amendment, new will, or broader estate plan update makes sense.
What should I bring to a will consultation?
Bring any existing estate documents, a basic asset list, beneficiary information, and the questions or family concerns you want addressed.
Can a will work with a trust?
Yes. Many estate plans use a will together with a trust and other supporting documents.
Talk with Mortensen Law about wills attorney.
Call the Newhall office to discuss scheduling an initial consultation.
Call (661) 799-9225