Choosing Witnesses For Your Will

Aug 06, 2010  /  By: Bradley B. Anderson, Estate Planning Attorney  /  Category: Wills and Trusts

When you write a Will, it must be witnessed by at least two people. If you are writing your own Will (and you shouldn’t be), who would you want to be involved more than family members to act as those witnesses?

But before you have your loved ones certify your Will, keep in mind that this may create problems you had not thought about.

by law, anyone who stands to inherit under your Will must not be a witness. This includes not just your spouse and children but also any siblings, aunts, uncles and even friends.

And here’s why:

A witness is attesting to your state of mind when the Will was made. They are telling the courts that, to their knowledge, you weren’t be coerced, you weren’t under duress and you were thinking clearly when you decided how your assets would be distributed.

But let’s say that someone decides to contest that Will after you’re gone. If Uncle Bob gets the greatest share of the estate and is also a witness to the Will, who’s to say he didn’t influence your decision regarding how the assets should be distributed?

Or, someone could claim that Uncle Bob found information that could be embarassing and threatened you with it.

To remedy this, you should always choose witnesses that have absolutely no interest in your Will. This means that not only should Uncle Bob not be a witness but Uncle Bob’s girlfriend shouldn’t play the part either. A staff member in the attorney’s office is usually a good choice.

The more neutral the witnesses, the better chance you’ll have of the courts enforcing your Will in a contest.

To learn more about writing a Will and why you shouldn’t do it yourself, contact our law firm today.

Anderson, Dorn & Rader, Ltd is a member of the American Academy of Estate Planning Attorneys.

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