A will is one of the most important legal documents you’ll ever create, serving as your voice for distributing assets after death. Yet simple oversights during creation or maintenance can render it invalid.
Understanding common mistakes can help you avoid complications that could affect your estate plan and cause additional stress for your loved ones. Here are critical errors that could invalidate your will:
Improper signing and witnessing
One of the most common mistakes is not following proper signing requirements. In Virginia, your will must be signed by you and two competent witnesses who are present at the same time. The witnesses must watch you sign or acknowledge your signature and then sign the will themselves in your presence. Without these formalities, your will could be deemed invalid.
Mental capacity issues
To create a valid will, you must be of sound mind when signing it. This means understanding the nature of your assets, recognizing your natural heirs and comprehending how your will distributes property. If someone can prove you lacked mental capacity when creating your will, it may be invalidated.
Undue influence
Your will must represent your true wishes, not someone else’s. If a person uses manipulation, pressure or coercion to influence your decisions about property distribution, the will may be challenged and invalidated due to undue influence.
Improper amendments
Making changes to your will by crossing out sections or writing in new provisions without following proper legal formalities can invalidate the entire document. Any modifications must be properly executed with the same formalities as the original will, including witness signatures.
Outdated documents
While an outdated will isn’t automatically invalid, failing to update it after major life changes like marriage, divorce, or new children can create problems. These changes may trigger laws that override certain provisions or create unintended consequences in asset distribution.
Missing original
Keeping your original will safe is crucial. If only a copy exists when you die, there’s a presumption that you may have revoked the will by destroying it. While this presumption can be overcome, it creates additional hurdles for proving the will’s validity.
To protect your wishes and your heirs, seek legal support to create and maintain your will properly. Regular reviews and updates with a qualified attorney can help avoid these common pitfalls and maintain your will’s validity.