Memorandum of Tangible Personal Property (CA)

California

After you complete your Last Will and Testament, you might think of something else that you want to leave to a specific person or acquire new tangible personal property that you want to leave instructions for. If it's allowed in your will, you can do this by adding a memorandum telling your personal representative about your wishes for personal property, instead of redoing your entire will.

"Tangible personal property" includes physical objects that belong to you and can be given to someone else, such as jewelry, furniture, art, collectibles, etc. It does not include things like bank or other financial accounts, real estate, business interests, or intellectual property.

This document should NOT be used to revoke or override any specific gifts in your will. It should only be used to ADD specific gifts to your will. If you want to change or delete gifts made in your will, you should consider creating a codicil or drafting a new will. However, this memorandum will revoke any previous memoranda or other documents separate from your will that address tangible personal property.

Self Service

Price: Free

Included in this service:

Memorandum of Tangible Personal Property (T2) (Guidance Notes)

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