Wills & Estate Planning
Wills & Estate Planning involves deciding how your assets will be distributed and affairs handled after your lifetime. By creating a will (צוואה), you have the power to choose who inherits your property instead of the default inheritance laws. This step is beneficial for anyone with assets or family, providing control and reducing the chance of future disputes among your loved ones.
For example, without a will, your estate in Israel is divided by law, which might not match your wishes. An unmarried partner, stepchild, or favorite charity would receive nothing unless named in a will. If you have young children, you can designate a guardian for them in your will. Many people delay making a will, but with the right guidance, it can be a simple process that gives you peace of mind.
Our services: We help you prepare a clear and valid will and any other estate documents you might need. Our lawyers will gather information about your family, assets, and goals, then draft a will that details who gets what, names guardians if applicable, and includes any special instructions. We ensure the will meets all legal requirements, such as proper witnessing, so that it will hold up legally. If your situation calls for it, we can also advise on additional estate planning tools such as trusts. After a loved one passes, we assist families in submitting wills for probate and obtaining the necessary court orders to distribute the estate, guiding them through every legal step.
How we help with wills & estates:
- Meeting with you to understand your family situation, assets, and wishes as the basis for your will.
- Drafting a personalized will that clearly outlines the distribution of your assets and any special provisions (e.g., guardianship of children, charitable gifts).
- Ensuring your will is signed and witnessed correctly according to legal requirements, and advising on the safekeeping of the document.
- Advising on and setting up trusts or other estate planning measures if needed for your circumstances.
- Assisting executors and heirs with the probate process (קיום צוואה or צו ירושה), including preparing applications to the Inheritance Registrar to formalize the inheritance.
- Representing or advising you in any disputes or questions regarding wills and inheritances, aiming to resolve issues efficiently and fairly.
Writing a will is a responsible and caring step for your family’s future. Our goal is to make the process straightforward and tailored to your needs. We handle the legal details and explain everything clearly. With a properly drafted will in place, you can have peace of mind knowing your wishes will be respected and your loved ones provided for according to your plans.