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A friend in need
Friday, July 03, 2009
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Dear Len & Rosie, I have a friend who is dying of cancer. Doctors have given her two months to live. She has no will or living trust. She has no estate, but does have furniture that is worth maybe $5,000. Can I create a videotape of her stating what she would like done with her belongings?

She also asked me to have her cremated and her ashes scattered in the Pacific Ocean. She has no money so I was going to pay for all these services myself. I’m concerned that if I do all this, I could get in trouble. She is an only child, never married, has no children and no heirs. I wanted to get a lawyer out to her apartment, but it would cost me $1,000 and I need this money for her cremation. What should
I do?

Lupe
Dear Lupe, It’s always good to hear from people like you. You have been very generous to your friend. More often than not, the “friends” we hear about are looking after their own interests and act with greed. Thank you for the kindness you have shown to your friend.

Video wills are not legal in California. Sometimes lawyers will videotape clients reading their wills or otherwise stating their wishes, but they do this when there’s a good chance of a lawsuit after their client’s death. Video wills do not replace wills. They provide backup evidence that a person making a will has the mental capacity necessary to do so and isn’t a victim of undue influence.
Your friend ought to create a “holographic,” or handwritten, will. She can simply write a letter in her own hand, stating that it’s her last will and testament and describing how she wants her personal possessions divided upon her death. She can name you or another trusted friend as the executor of her estate, but since her assets are worth so little, there will be no probate upon her death and no executor will be appointed by the court. If she is unable to write out her wishes on her own, you or another person can do it for her, but then her will would have to be witnessed by two adults who are not inheriting any portion of the estate.

Alternatively, you can download a California Statutory Form Will from the State Bar web page at www.calbar.ca.gov. Click on the link to the left labeled “Public Services” and the next link labeled “Making a Simple Will.”

As far as her cremation goes, it is very important that your friend sign an Advance Health Care Directive naming you as her agent for health care decisions. This is the only way that you will have the legal authority to arrange for the disposition of her remains after her death. Either get a form health care directive from your friend’s medical provider, or download one for free from www.lentillem.com.

Len and Rosie are elder law attorneys. Contact them at 846 Broadway, Sonoma, CA 95476, at 996-4505, or at www.lentillem.com. Len also answers legal questions each weekday from noon-1 p.m. and Sundays 4-7 p.m. on KGO 810 AM.
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