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4 reasons a will can be declared invalid

Posted by Joshua Gunsher, Esq. | Jan 31, 2024 | 0 Comments

You want to ensure that your will is valid so that your wishes are carried out after your death. However, things do not always work out as intended, and there are several reasons why a will might be declared invalid. Understanding the common pitfalls of will writing will help you avoid rendering your last wishes invalid.

The following are four common reasons a will might be declared invalid.

Lack of testamentary capacity

If, for any reason, an individual lacks testamentary capacity at the time of creating their will, the document may be declared invalid. Testamentary capacity refers to the mental and legal ability of a person to understand the nature of creating a will, the extent of their assets and their potential beneficiaries. If someone is not of sound mind when drafting a will, it may be challenged and invalidated. Conditions such as dementia, mental illness or being under the influence of drugs or alcohol could be factors that affect testamentary capacity.

Replacement by a later will

Whenever a testator creates a new will, it effectively invalidates all previous wills. The new will takes precedence over any earlier versions, and only the provisions in the latest will are considered legally binding. If the testator fails to revoke the earlier will explicitly or if there is any ambiguity regarding which will is the most recent, it may lead to disputes and challenges. It's essential to clearly revoke and replace any previous wills to avoid confusion and ensure the validity of the most recent document.

Fraud or forgery

A will may be declared invalid if there is evidence of fraud or forgery. Fraudulent activities could include misrepresentation of facts, deceit or any dishonest practices related to the creation or execution of the will. Additionally, if the signature of the testator or witnesses is forged, it can render the entire document invalid. Courts take such matters seriously and will invalidate a will if fraud or forgery is proven.

Failure to meet legal formalities

The legal requirements for drafting and executing a will vary by jurisdiction, but failure to meet these formalities can lead to the invalidation of a will. Common legal formalities include having the document in writing, the presence of witnesses, and the proper signing and acknowledgment by the testator. If a will does not adhere to the specific legal requirements outlined in the jurisdiction, it may be deemed invalid.

To ensure the validity of your will, it is advisable to seek legal guidance, follow the specific legal requirements of your jurisdiction and take precautions to prevent potential challenges or disputes.

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