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Wills and Trusts rule statements
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Validity of Will
A valid will requires testamentary intent (the document is intended to be their will), capacity (the testator understands their actions and the document's implications), and compliance with statutory formalities (in writing, signed by the testator, and witnessed).
Attested Will
A formal attested will needs testamentary intent and capacity from the testator, and must adhere to statutory formalities: be in writing, signed by the testator, acknowledged by the testator in the presence of at least two witnesses who sign the document during the testator's lifetime, and recognized by the witnesses as the testator's will.
Harmless Error Rule
Even if a will does not meet witnessing requirements, it can still be treated as a will if clear and convincing evidence is presented that the decedent intended the document to be their will, a revocation of the will, an addition or alteration to the will, or a revival of a formerly revoked will or portion of the will.
Intent
To validate a will, the testator needs testamentary intent when making the will, meaning the document was intended to dictate the distribution of their property post-death. The court determines this intent by examining the document, the testator's words and actions, and the circumstances of the will's execution.
Testamentary Capacity
When creating a will, the testator needs testamentary capacity: being at least 18 years old at the time of execution, having awareness of expected heirs (natural objects of their bounty), understanding their property's full extent, and comprehending the legal implications of creating a will.
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