Execution of Wills Quiz

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Questions and Answers

What is the requirement for a will to be considered valid if it incorporates another document?

  • The document must be explicitly mentioned in the testator's signature.
  • The document must have been created after the will was made.
  • The document must have existed at the time the will was created. (correct)
  • The document must be signed by the witnesses of the will.

Which of the following statements about witness requirements for a will is true?

  • Witnesses must be told they are witnessing a will.
  • All witnesses must sign the will in the presence of each other.
  • A witness can sign for the testator if given direction to do so. (correct)
  • A will requires three witnesses for validity regardless of jurisdiction.

What determines if an alteration to a will is valid?

  • It must be made via a separate legal document.
  • It must be witnessed in the same manner as the original will. (correct)
  • It can only be made if both witnesses are present.
  • It must be notarized by a public official.

Which of the following statements about the signature on a will is accurate?

<p>A thumbprint or unfinished signature can be sufficient. (D)</p> Signup and view all the answers

What must be proven if a will lacks an attestation clause?

<p>Evidence must be provided to confirm witnesses' presence. (B)</p> Signup and view all the answers

What must be true for a testator to be presumed to have the mental capacity to make a will?

<p>The testator must have understood the nature of their act, extent of property, and potential beneficiaries. (A)</p> Signup and view all the answers

Which situation would likely render a will invalid due to improper execution?

<p>The will lacks a signature from the testator or their authorized signatory. (A)</p> Signup and view all the answers

Under what condition can a gift in a will to a solicitor drafting the will be considered valid?

<p>Independent legal advice must be sought by the testator. (D)</p> Signup and view all the answers

Which description best defines undue influence in the context of will execution?

<p>Pressure that significantly overwhelms the testator's free will. (B)</p> Signup and view all the answers

What characterizes a will executed under duress?

<p>The will is made out of fear of unreal or imaginary threats. (C)</p> Signup and view all the answers

What is required for a codicil to be validly executed?

<p>It must refer to the original will and be executed like a will. (A)</p> Signup and view all the answers

When is a will automatically revoked upon a significant life event?

<p>If the testator marries after executing the will. (C)</p> Signup and view all the answers

What happens to gifts made in a will after a testator's divorce?

<p>They are treated as if the former spouse had died on the date of the divorce. (C)</p> Signup and view all the answers

What does the doctrine of dependent relative revocation imply?

<p>A destroyed will may still take effect if its destruction was based on contingent events. (B)</p> Signup and view all the answers

What is a defining characteristic of mutual wills?

<p>They require an agreement not to revoke one another. (C)</p> Signup and view all the answers

Which action can lead to the revocation of a will by destruction?

<p>Deliberately burning the will by the testator. (A)</p> Signup and view all the answers

What occurs if a testator's will is found mutilated after their death?

<p>It is presumed to have been mutilated by the testator with intent to revoke. (D)</p> Signup and view all the answers

After executing a will, which event does NOT automatically revoke the will?

<p>Marriage to a particular intended partner specified in the will. (A)</p> Signup and view all the answers

Flashcards

What is a valid Will signature?

A mark intended as a signature, like an unfinished signature, thumbprint, or signature stamp, may be sufficient. The signature doesn't have to be at the end of the will.

How are witnesses involved in a Will?

The will must be signed by the testator in the presence of two or more witnesses. Each witness must then sign in the presence of the testator, but not necessarily in the presence of each other. This process confirms the testator's intent to create a will.

How do you amend a will?

A will can be altered or amended after it's created, but this change must be witnessed by two people in the same manner as the original will. This ensures the changes are genuine and intentional.

What's an attestation clause?

An attestation clause is a statement in a will that confirms the requirements for signing the will, such as the witnesses being present when the testator signed. This clause makes it easier to prove that the will was properly executed.

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Can a will refer to another document?

A will can incorporate another existing document into itself, making the other document an official part of the will. But the document must exist when the will is created.

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Mental capacity for a will

A will is a document that outlines how a person's assets should be distributed after they die. It is not considered valid unless the person making the will (the testator) has the mental capacity to understand what they are doing and the consequences of their actions. This means they need to understand they are making a will, the extent of their property, and who they would normally give their property to.

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Capacity at time of giving instructions

A will may be deemed valid even if the testator lacked mental capacity at the time of signing, as long as they had sufficient capacity when providing instructions to the will drafter.

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Will made under duress

If a will is made under duress, meaning it was created out of fear or force, it is not considered a valid will. This includes situations where someone forces the testator to sign against their will or threatens them to include certain provisions.

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Undue influence in wills

Undue influence occurs when someone exerts pressure or control over the testator that overrides their free will. This can happen through manipulation, threats, or taking advantage of a vulnerable position.

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Valid will execution

A will must be in writing and signed by the testator or someone acting on their behalf in their presence. This ensures that the will is properly documented and the testator's signature is genuine.

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What is a codicil?

A separate document that amends or partially revokes an existing will. It must refer to the original will and be executed with the same formalities as a will.

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How can a will be revoked?

A will can be revoked by the testator at any time before their death. The testator must have the intention to revoke and perform an act that shows this intention.

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What happens when a testator marries after making a will?

If a testator marries after making a will, the will is automatically revoked unless the will specifically states the testator intended for the will to not be revoked by marriage. This rule protects the spouse's inheritance rights.

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What happens to a will after a divorce?

Divorce effectively treats the ex-spouse like they died on the date of the divorce. Gifts to the ex-spouse are revoked, but the rest of the will remains valid.

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Can destroying a will revoke it?

Destroying the will by burning, tearing, or other means revokes the will. This must be done by the testator or someone acting on their behalf in their presence.

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What happens if a will is found destroyed?

If a will is found destroyed after the testator dies, it's assumed they did it to revoke the will. However, evidence to the contrary can prove otherwise.

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What is dependent relative revocation?

A will can be revoked if the destruction was intended to be dependent on a future event that didn't happen. For example, if someone destroys their will with the intention of creating a new one, but never does, the old will might still stand.

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What is a mutual will?

A will made by two or more people which grants reciprocal benefits and restricts revocation. The survivor can revoke their will, but a constructive trust is imposed to protect beneficiaries who would be disadvantaged by revocation.

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Study Notes

Execution of Wills

  • A will must be duly executed
  • A testator is presumed to have the necessary mental capacity to make a will
  • The nature of their act must have understood
  • The extent of their property
  • Who a testator would normally give gifts to
  • A court may deem a testator to have acted with capacity if the testator didn't have adequate mental capacity at the date of executing the will but had sufficient suspicious circumstances, such as where the will drafter benefits from the will, the gift fails unless evidence of the testator’s knowledge and approval of the gift is offered by the person putting forward the will
  • If a testator would like to give the solicitor drafting their will a substantial gift in their will, the solicitor should refuse to draft the will including the legacy unless the testator has taken independent advice
  • A will is made as a consequence of force, fear, fraud, or undue influence, it is not regarded as the act of the testator and is not admitted to probate
  • A will issued as a result of force or fear of injury is issued under duress; it must be something beyond mere persuasion; it must be something exceeding mere persuasion
  • In writing
  • Signed by the testator or someone in the testator's presence whom the testator directed to sign for the testator

Alteration, Amendment, and Revocation of Wills

  • A will can be amended after it's executed only if the change is witnessed in the same manner in which an entire will is executed.
  • Generally, unattested alterations are presumed to have been made after execution unless the alterations was just filling in a blank, such as "Terry Testator" being of sound mind

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