E&E - Part II. Wills

Question 1

Substantial Compliance standard

Requirements for a Valid Will

Answer 1

Grants the court a dispensing power to excuse a harmless error if there is clear and convincing evidence that the testator intended the document to be a will.

UPC §2-503

Question 2

Savings statute

Requirements for a Valid Will

Answer 2

Permits a will that does not meet the requirements of a valid wil under local law nonetheless to be effective.

Question 3

4 Requirements of a Valid Will

Requirements for a Valid Will

Answer 3

1. Legal Capacity
2. Testamentary Capacity
3. Testamentary Intent
4. Compliance with Statutory Formalities