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@thisismarilynb

A financial advisor is not an attorney. Your friend needs either a will or trust. If she is still mentally fine she can write her own Will, which is called a holographic will. It needs to be in your own handwriting, dated and signed. During my employment, we probated a 3" by 5" card which was admitted by a probate judge because it met all those requirements.

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Replies to "A financial advisor is not an attorney. Your friend needs either a will or trust. If..."

Our attorney told us we didn't need a will if we have beneficiaries on all accounts. Have a lady bird deed on our house. Have signed our titles on the cars but named no buyer until our death it can be filled in. As far as tractors, jewelry, and other possesions, we were told to write on a piece of paper in our own handwriting who we want things to go to and just sign and date it. Now we are in Michigan so I'm sure the laws in other states will differ.