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How to Make a Will in California: A Complete Guide

how-to-make-a-will-in-california

A valid will in California takes three things: a written document, your signature, and two witnesses who watch you sign and then sign it themselves. Notarization is not one of them. That surprises people, because a notary stamp feels official, but under California law witnesses are what make a will valid, and a notarized will without witnesses can fail entirely. You must also be at least 18 and of sound mind. Everything else about how to make a will in California is detail: what to include, who to name, how to store it, and when a will alone is not enough.

What Are the Legal Requirements for a Will in California?

The rules for a formal, typed will sit in Probate Code section 6110. A will is validly executed when:

  • It is in writing. Typed or printed. California does not recognize oral wills.
  • You sign it, or someone signs for you in your presence and at your direction, or your conservator signs under court order.
  • Two witnesses are present at the same time and see you sign the will or hear you acknowledge that the signature is yours.
  • Both witnesses understand the document is intended as your will, and both sign it during your lifetime.

You must also meet the capacity requirements of Probate Code section 6100, meaning you are 18 or older and of sound mind.

One safety valve exists. Under section 6110(c)(2), a will that was not properly witnessed can still be admitted if the person offering it proves by clear and convincing evidence that you intended the document to be your will. That is a court fight nobody wants, and it is not a substitute for signing correctly.

Does a Will Have to Be Notarized in California?

No, and this is the single most common misunderstanding. Witnesses validate a California will; a notary does not. A will signed only before a notary, with no witnesses, is not validly executed under section 6110.

California also does not offer a contemporaneous self-proving affidavit signed at the moment of execution, which many other states use. Instead, Probate Code section 8220 allows an uncontested will to be proved at probate using the affidavit of a subscribing witness. Attorneys often prepare that affidavit at the signing so it is ready years later when witnesses may be hard to locate.

Who Should and Should Not Witness Your Will?

Choose witnesses who receive nothing under the will. Under Probate Code section 6112, a will is not invalid just because a beneficiary served as a witness. But unless two other disinterested witnesses also signed, the law presumes that interested witness procured their gift by duress, menace, fraud, or undue influence.

If the witness cannot rebut that presumption, their gift is cut down to what they would have received had there been no will. In practice that means:

  • Use two neutral adults who inherit nothing.
  • Do not use your spouse, children, or anyone named in the document.
  • Do not use the person named as executor if they are also a beneficiary.

Can You Write a Will by Hand in California?

Yes. California recognizes holographic wills under Probate Code section 6111. A handwritten will needs no witnesses at all, provided:

  • The signature and all material provisions are in your own handwriting.
  • Testamentary intent is clear, meaning the document shows you meant it as your will.

Handwritten wills are valid, but they are the leading source of estate litigation. They are frequently ambiguous, often fail to name an executor or alternate beneficiaries, and can be challenged as forgeries or as products of a moment of crisis. If a holographic will is undated and its provisions conflict with another will, additional problems follow. Use one as an emergency measure, not as a plan.

California also offers a Statutory Will, a fill-in-the-blank form set out in Probate Code section 6240. It is free and better than nothing, but it cannot be customized, does not create trusts for minor children, and suits only very simple situations.

What Should Your California Will Include?

A will that actually works covers more than who gets what:

  • An executor and at least one alternate. This is the person who handles your estate. Name a backup, since the first choice may be unable or unwilling to serve.
  • A guardian for minor children. For parents, this is often the most important provision in the entire document, because a will is the primary place to nominate one.
  • Specific gifts and a residuary clause. The residuary clause catches everything not specifically listed, and its absence causes a surprising number of problems.
  • Alternate beneficiaries, in case someone named predeceases you.
  • Clear disinheritance language, if you intend to leave someone out, naming the person directly.
  • A bond waiver, if you want your executor to serve without posting an expensive bond.

Be aware of what a will cannot control. Life insurance, retirement accounts, payable-on-death accounts, and joint tenancy property pass by designation or survivorship regardless of what your will says. Coordinating those is part of any complete estate plan.

Does a Will Avoid Probate in California?

No, and this is worth being blunt about. A will is a set of instructions for the probate court, not a way around it. If your probate estate exceeds California’s small-estate thresholds, your family will still file a case, give notice to creditors, obtain an inventory and appraisal, and wait for a judge to authorize distribution. That process commonly takes 12 to 18 months, and statutory fees are calculated on the gross value of the estate.

For deaths on or after April 1, 2025, personal property up to $208,850 can transfer by affidavit, and a primary residence worth up to $750,000 can use a simplified court petition. Above those thresholds, formal probate applies.

Families who want to avoid court altogether generally pair a revocable living trust with a pour-over will. The trust holds the assets; the will acts as a backstop for anything never transferred in and nominates guardians for children.

How Do You Sign, Store, and Update Your Will?

  • Sign once, in one place. Do not sign multiple originals. Extra signed originals create confusion about whether one was revoked.
  • Store the original safely and tell your executor where it is. A safe deposit box can be a problem if nobody can access it after death.
  • Know the lodging rule. Whoever holds the original will must lodge it with the Superior Court within 30 days of learning of your death, under Probate Code section 8200.
  • Revoke properly. Under section 6120, a will is revoked by a later will or codicil, or by burning, tearing, canceling, or destroying it with intent to revoke.
  • Review after life changes. Marriage, divorce, births, deaths, a move to California from another state, and significant asset changes all warrant an update. Marrying after signing can create an omitted spouse claim under section 21610.

Frequently Asked Questions

How much does a will cost in California?

A simple attorney-drafted will typically runs a few hundred dollars, far less than the cost of probate litigation caused by a defective document.

Can I write my own will in California?

Yes. Handwritten and form wills are legal if they meet the statutory requirements, though both carry higher risk of ambiguity and challenge.

Is an out-of-state will valid in California?

Usually. Under Probate Code section 6113, a will is valid here if it complied with California law, the law where it was signed, or the law of your domicile.

What happens if I die without a will in California?

Your property passes by intestate succession under Probate Code sections 6401 and 6402, which may split your estate among a spouse, children, or parents in ways you did not intend.

Do I need a will if I have a living trust?

Yes. A pour-over will catches assets never funded into the trust and is where you nominate guardians for minor children.

Sign It Correctly the First Time

Most will disputes in California trace back to the signing table rather than the drafting. Two disinterested witnesses in the room at the same time, watching you sign, then signing themselves, resolves the majority of problems before they start. Add an executor with a named alternate, a guardian nomination if you have children, and a residuary clause, and you have a document that will actually do its job.

If you are ready to put a will in place, or you have one written before a marriage, a move, or a new child, book a planning session with our team. We will make sure it is executed correctly and coordinated with the rest of your plan. You deserve it.

References

  1. California Probate Code section 6110 (execution of wills). https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=6110.
  2. California Probate Code section 6111 (holographic wills). https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=6111.
  3. California Probate Code section 6112 (interested witnesses). https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=6112.
  4. California Probate Code section 8200 (duty to lodge the will). https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=8200.
  5. Judicial Council of California, Self-Help Guide: Wills, Estates, and Probate. https://selfhelp.courts.ca.gov/probate

Author Bio

Julianna Malis is the Founder and Managing Partner of Santa Barbara Estate Planning & Elder Law, a Santa Barbara estate planning law firm she founded in 2014. With more than 25 years of experience practicing law, she has dedicated her career to representing clients in a wide range of legal matters, including estate planning, elder law, Medicaid and Medicare planning, probate, and other estate planning areas.

Julianna received her Juris Doctor from the University of the Pacific — McGeorge School of Law and is a member of the California State Bar Association.

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