QUESTION

My dad wants to add my children to his Will and is requesting the names a SSN''s. What is required information to add a beneficiary to a Will?

Asked on Jan 18th, 2012 on Wills and Probate - California
More details to this question:
Does he need to do a codicil to add to the Will?
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2 ANSWERS

Estate Planning Attorney serving Santa Cruz, CA
2 Awards
Your dad can make a gift to the children of [your name], without naming your children's names. "I give the sum of $10,000 to each living child of my daughter, [your name]."  He can either do a new will, or a codicil to his existing will. He could also make a gift of money or property to your children as a class, listing their names, or to each one of them individually, specifying their names. It is also common to specify the relationship: "I give the sum of $10,000 to the children of my daughter, [your name], in equal shares." "I give the sum of $2,000 to Jane Doe, my granddaughter. I give the sum of $2,000 to John Doe, my grandson." Social security numbers are not needed to make a gift to grandchildren in a will or codicil, or in a trust or trust amendment. Social security numbers should never be listed in will, codicil, trust, or trust amendment. I hope that helps!
Answered on Feb 12th, 2012 at 6:42 PM

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Victor Obninsky
There is no "required" information.  Full names would help plus a statement that the are  his grandchildren or your children.  He must amend his previous will with a document called a codicil or make a new will entirely.  I will observe that your father is not required to do anything and it might be diplomatic to co-operate with him.. 
Answered on Jan 19th, 2012 at 1:52 PM

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