If 2 days before his death, my life partner and his attorney had a conference call in which my partner told the attoreny his wishes for updating his Will, is the information they received over the phone valid?

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If 2 days before his death, my life partner and his attorney had a conference call in which my partner told the attoreny his wishes for updating his Will, is the information they received over the phone valid?

Asked on June 13, 2017 under Estate Planning, California

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 6 years ago | Contributor

First, please accept our sympathy for your loss.
It doesn't matter if your life partner expressed his wishes to his lawyer or to anyone else (e.g. to a judge) *unless* the wishes were then incorporated into a written will which was properly signed by your partner and witnessed under the laws of your state. Only a properly executed will has the power to control what happens to someone's property after his/her death; oral wishes, no matter how clearly stated or to whom, have no effect.


IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.

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