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Posted Jan 18th, 2012
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?

Additional Details:
Does he need to do a codicil to add to the Will?
Legal Topic Area: Wills and Probate in CA | 2 Answers

1st Answer

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 1:52pm


Other Answers

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 6:42pm