Podcast
Questions and Answers
What is the requirement for a will to be considered valid if it incorporates another document?
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?
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?
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?
Which of the following statements about the signature on a will is accurate?
What must be proven if a will lacks an attestation clause?
What must be proven if a will lacks an attestation clause?
What must be true for a testator to be presumed to have the mental capacity to make a will?
What must be true for a testator to be presumed to have the mental capacity to make a will?
Which situation would likely render a will invalid due to improper execution?
Which situation would likely render a will invalid due to improper execution?
Under what condition can a gift in a will to a solicitor drafting the will be considered valid?
Under what condition can a gift in a will to a solicitor drafting the will be considered valid?
Which description best defines undue influence in the context of will execution?
Which description best defines undue influence in the context of will execution?
What characterizes a will executed under duress?
What characterizes a will executed under duress?
What is required for a codicil to be validly executed?
What is required for a codicil to be validly executed?
When is a will automatically revoked upon a significant life event?
When is a will automatically revoked upon a significant life event?
What happens to gifts made in a will after a testator's divorce?
What happens to gifts made in a will after a testator's divorce?
What does the doctrine of dependent relative revocation imply?
What does the doctrine of dependent relative revocation imply?
What is a defining characteristic of mutual wills?
What is a defining characteristic of mutual wills?
Which action can lead to the revocation of a will by destruction?
Which action can lead to the revocation of a will by destruction?
What occurs if a testator's will is found mutilated after their death?
What occurs if a testator's will is found mutilated after their death?
After executing a will, which event does NOT automatically revoke the will?
After executing a will, which event does NOT automatically revoke the will?
Flashcards
What is a valid Will signature?
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?
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?
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?
What's an attestation clause?
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Can a will refer to another document?
Can a will refer to another document?
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Mental capacity for a will
Mental capacity for a will
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Capacity at time of giving instructions
Capacity at time of giving instructions
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Will made under duress
Will made under duress
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Undue influence in wills
Undue influence in wills
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Valid will execution
Valid will execution
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What is a codicil?
What is a codicil?
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How can a will be revoked?
How can a will be revoked?
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What happens when a testator marries after making a will?
What happens when a testator marries after making a will?
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What happens to a will after a divorce?
What happens to a will after a divorce?
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Can destroying a will revoke it?
Can destroying a will revoke it?
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What happens if a will is found destroyed?
What happens if a will is found destroyed?
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What is dependent relative revocation?
What is dependent relative revocation?
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What is a mutual will?
What is a mutual will?
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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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