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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How to Tell if a Will Was Revoked or Replaced

May 7, 2021

While you’ll create your will while you’re still alive, it will be one of your loved ones sorting through your paperwork to find it once you pass away. If you have multiple documents or it’s not easy for them to find, it’s easy to make mistakes about what the will includes or if it’s the most recent version.

Storing only the most recent version of your will makes it simpler for your personal representative to be completely clear that they have the right version. Previous wills should ideally be destroyed.

If you’re keeping copies of old wills as possible evidence that your executor might need if a family member comes forward with those older wills, sort them by date with the newest at the front. You might even leave behind a letter for your executor stating that there are previous but invalid versions of your will if you are concerned about the possibility of a will contest. If you’re the executor right now, check the dates on all the wills. If they all include a statement about revoking prior wills, the most recent one is the accurate one.

If you find a will that has handwriting on it, such as notes in the margins, this might be notes for editing. See if you can contact the estate planning lawyer who helped your family member draft the will. If you can only find a copy of the will, keep searching. You’ll want an original to submit to probate court.

If no valid version of the will can be found intestate succession rules might apply.

 


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more