From the Attorney’s Desk mailto:jason@eckerdawllc.com How to Disinherit Someone Disinheriting someone requires a clear and unambiguous statement in your estate planning documents. Leaving their name out of your plan is not enough. The court could assume that an omitted name is unintentional and award them a share of your estate. Your estate plan should explicitly state that you do not want the person to receive your money and property. Use the full legal name of the person you wish to disinherit to avoid any confusion. For further clarity, you can include their relationship to you. Keep it brief and neutral. Even if you are trying to explain a disinheritance, making potentially false, damaging claims can expose your estate to legal risk. If you feel compelled to explain your decision, consider writing a separate letter to them. Store the letter privately and instruct that it be shared only after your passing. Schedule an appointment to learn more. From the Attorney’s Desk mailto:jason@eckerdawllc.com How to Disinherit Someone Disinheriting someone requires a clear and unambiguous statement in your estate planning documents. Leaving their name out of your plan is not enough. The court could assume that an omitted name is unintentional and award them a share of your estate. Your estate plan should explicitly state that you do not want the person to receive your money and property. Use the full legal name of the person you wish to disinherit to avoid any confusion. For further clarity, you can include their relationship to you. Keep it brief and neutral. Even if you are trying to explain a disinheritance, making potentially false, damaging claims can expose your estate to legal risk. If you feel compelled to explain your decision, consider writing a separate letter to them. Store the letter privately and instruct that it be shared only after your passing. Schedule an appointment to learn more.
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