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Started By
Message
Updating A Will - simple change questions
Posted on 5/28/25 at 11:00 am
Posted on 5/28/25 at 11:00 am
Wife and I went through a full estate plan years back with an estate planning attorney. (will/living/trust...the works)
Fast forward a half dozen years and we'd like to make a small update to the guardianship plan for our children. I've reached out to the attorney and the answers are slightly vague and a bit sale-y. (offering additional services beyond this 2-3 sentence change)
My legal expert (Google) suggests I need to do a codicil. I don't see where it should cost me more than 1 hour of fees, but I dunno. Literally remove person X, replace with person Y.
Does anyone have any input or clear-cut best practice? I'm assuming this updated document would be filed with my local courthouse as well?
Fast forward a half dozen years and we'd like to make a small update to the guardianship plan for our children. I've reached out to the attorney and the answers are slightly vague and a bit sale-y. (offering additional services beyond this 2-3 sentence change)
My legal expert (Google) suggests I need to do a codicil. I don't see where it should cost me more than 1 hour of fees, but I dunno. Literally remove person X, replace with person Y.
Does anyone have any input or clear-cut best practice? I'm assuming this updated document would be filed with my local courthouse as well?
7
Posted on 5/28/25 at 12:24 pm to RaginCajunz
quote:
I've reached out to the attorney and the answers are slightly vague and a bit sale-y.
Every state could have different requirements. But I would think you can look up the requirements to make an amendment and do that so you incorporate it to the original unchanged will?
Posted on 5/28/25 at 12:29 pm to RaginCajunz
Assuming you’re in Louisiana, and really don’t want to pay, look up the Louisiana civil code form requirements for an olographic codicil (handwritten). Of course if you screw it up or make your will more complicated, you’re going to regret not paying a lawyer.
Posted on 5/28/25 at 1:08 pm to RaginCajunz
Several problems
NEVER Google about legal matters
Trusts are very rarely needed and you were probably over charged.
Codicils are very problematic and can change your current will
I would advise you consult
Southern Legal Clinics.
They charged me $300 for a will, POA and Medical POA. Family business and very knowledgeable
No consultation fees either!!!
NEVER Google about legal matters
Trusts are very rarely needed and you were probably over charged.
Codicils are very problematic and can change your current will
I would advise you consult
Southern Legal Clinics.
They charged me $300 for a will, POA and Medical POA. Family business and very knowledgeable
No consultation fees either!!!
Posted on 5/28/25 at 1:43 pm to paparoon
quote:
paparoon
Your profile says you are a lawyer. Am I safe in assuming you are connected with the Rooney family that seems to operate that law firm?
That said, are you suggesting a complete re-write? I'm not sure what they have suggested I do, just seen hourly rates and led to believe it should be pretty straight forward and simple.
I am certain I paid too much, but I did go through a very established and well trusted firm that handles such things specifically. So I did chalk it up to paying for expertise. (which is really what all legal expenses are I suppose)
Posted on 5/28/25 at 1:54 pm to RaginCajunz
I am suggesting you do not write a codicil and take the advice of your attorney. Do not rely on Google or AI
Posted on 5/28/25 at 2:08 pm to JonTigerFan11
quote:
Of course if you screw it up or make your will more complicated, you’re going to regret not paying a lawyer.
If he's dead he will have no regret
Posted on 5/28/25 at 2:16 pm to weadjust
quote:
If he's dead he will have no regret
This is why I come to Tigerdroppings for my legal advice
Posted on 5/28/25 at 2:44 pm to RaginCajunz
quote:did your son get a face tattoo or your daughter bring home a black guy?
Literally remove person X, replace with person Y.
Posted on 5/28/25 at 2:52 pm to SuperSaint
quote:
did your son get a face tattoo or your daughter bring home a black guy?
Nothing quite like that, but a change to plan C in the event of multiple untimely demises. 
Posted on 5/28/25 at 7:55 pm to paparoon
quote:You get what you pay for.
They charged me $300 for a will, POA and Medical POA.
Posted on 5/28/25 at 10:51 pm to RaginCajunz
quote:
I don't see where it should cost me more than 1 hour of fees, but I dunno. Literally remove person X, replace with person Y.
....Unless you want a legal opinion on the ramifications of removing person X, and would could happen if they are replaced with person Y.
Decedents who follow this thought process can leave behind a legacy of litigation and feuding heirs.
Posted on 5/29/25 at 5:07 am to RaginCajunz
Codicil is fine. It is an easy lift.
This post was edited on 5/29/25 at 5:41 am
Posted on 5/29/25 at 5:33 am to paparoon
quote:
They charged me $300 for a will, POA and Medical POA
Yikes
Posted on 5/29/25 at 11:17 am to RaginCajunz
I did the same...addendum to the original...
Posted on 5/29/25 at 11:24 am to TheOcean
What do you mean yikes?
Do you think that is high or low?
If the OP wants to go the cheap (or free) route , an olographic codicil will work provided it is done properly.
Do you think that is high or low?
If the OP wants to go the cheap (or free) route , an olographic codicil will work provided it is done properly.
Posted on 5/29/25 at 11:28 am to geauxpurple
Low as in you probably paid for garbage that isn't worth the paper it's printed on
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