If our daughter gets married and we already have our Wills made out with her maiden name, do we need to update them and/or any beneficiary accounts with her married name?
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If our daughter gets married and we already have our Wills made out with her maiden name, do we need to update them and/or any beneficiary accounts with her married name?
Or can we leave it as is?
Asked on June 22, 2015 under Estate Planning, West Virginia
Answers:
Christine Socrates / The Law Office of Christine Sabio Socrates, Attorney At Law
Answered 8 years ago | Contributor
You can execute either a trust amendment or a codicil for the will and for also notify your financial institutions in which she is a beneficiary. Even if you did not do any of these things, your daughter would just need to show her marriage certificiate to prove she was the same person and be fine. But if you want the piece of mind, I would make the changes described above.
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