Incorporation by Refrence

Question 1

Generally, what is incorporation by reference?

Answer 1

Incorporation by reference deals with the incorporation of extrinsic documents into the will.

Question 2

How can a document or writing be incorporated into a will by reference?

Answer 2

In most states, a document or writing may be incorporated into a will by reference if:

1. The testator intended to incorporate the document into the will;
2. The document was in existences at the time the will was executed; AND
3. The document is sufficiently described in the will.