Can there be two testators in a will ?

1 September 2024 . 5 min read

A person who makes a will is known as a testator. A person is considered to have died "intestate" if they pass away before having the chance to draft a will. When making a will, a person must be of sound mind; otherwise, the court may declare the will void.

A number of witnesses must be present when the will is written in order to verify that the testator is of sound mind; their names and signatures are recorded on the document's final page. The making of the will must also be done without compulsion or undue pressure. If the court believes that the testator was forced or coerced into making the Will, then the court may declare the Will as void

Writing a will requires the testator to include a declaration that the document is his Last will and testament and that it is meant to direct the distribution of his estate. The testator should then designate the will's executor as well as any backup executors in case the initial choice is unable to carry out their duties.

Giving someone anything like an asset is referred to as a "testamentary gift." Each one of these assets needs to be carefully listed, explained, and directed to a particular beneficiary. To avoid any ambiguity, the testator must include precise names, including prefixes (Mr./Mrs.) and suffixes.

Can there be 2 testators in a Will ?

The person who drafts and signs a will to specify their intentions for the distribution of their assets and property after death is known as the testator, and in the majority of jurisdictions, there is only one testator per will. There are, however, some circumstances in which more than one person may be engaged in the writing of a will:

  • Joint Will: Wills prepared and signed by two or more people, typically spouses or domestic partners, are referred to as joint wills. In a joint will, the partners usually leave their property to one another and then stipulate how it shall be divided after the death of the survivor. Today, joint wills are less prevalent and some jurisdictions may not recognize them.
  • Mutual Wills: Separate wills made by two or more people, frequently with the same or similar terms, are referred to as mutual wills. When two or more people want to create wills that reflect identical intentions, such as leaving their assets to the same beneficiaries, they typically employ these types of wills. Mutual wills are separate legal documents that are drafted in concert with one another to guarantee that the testators' desires are honored.
  • Reciprocal Wills: Reciprocal wills are independent testaments written by several parties, yet they share or complement one other's provisions. Two siblings, for instance, might make separate wills that leave their individual possessions to one another. Despite being independent papers, they are frequently carried out in a way that reflects the intentions of both.

The most common and well-known of these Wills are joint Wills, so let us discuss what the rules and recommendations of a joint will are-

  • Mutual Consent: In order for a joint will to be legally binding, both testators (the people who made the will) must consent to all of its terms and conditions. They must, therefore, agree in advance and have a clear knowledge of how their assets will be divided once both of them have died away.
  • Survivorship: Joint wills frequently include clauses that outline what happens to the assets after the first testator passes away. Typically, the entire estate passes to the surviving husband or partner. The assets only pass to other specified beneficiaries or heirs following the death of the surviving spouse or partner.
  • Irrevocable: Joint wills are frequently irrevocable, which means that neither testator can alter the document without the other's approval while both testators are still alive. If circumstances change, such as if a relationship deteriorates, and one or both testators desire to make revisions to the will, this may cause problems.
  • Contingent Beneficiaries: Joint wills frequently include provisions for contingent beneficiaries, who would get the assets in the event that both testators pass away at the same time or in accordance with certain conditions stated in the will.
  • Legal Advice: Individuals thinking about creating a joint will should speak with a lawyer. The laws governing estate planning can be complicated, so hiring a lawyer can help ensure that the will conforms with all applicable rules and properly expresses the testator's preferences.
  • Distribution and Probate: Following the passing of the second testator, the joint will usually goes through the probate procedure, during which the court supervises the distribution of the estate's assets in accordance with the terms of the will.

So, when will a joint Will take effect ?

Upon the passing of the second spouse or partner mentioned in the will, a joint will usually comes into force. In other words, once both parties who founded the joint will have passed away, the provisions of the joint will become enforceable and legally binding. Here's how it usually operates:

  • Making a Joint Will: Both partners or spouses draft and sign a joint will that specifies how their joint assets will be divided once both of them have passed away.
  • Survivorship clause: Joint wills sometimes include a survivorship clause or provision that states that the terms of the will only take effect upon the passing of the surviving spouse or partner.
  • First Spouse's Death: The joint will usually contains provisions for what happens to the assets once the first spouse or partner dies. If stated in the willl, the surviving spouse often inherits the entire estate.
  • Death of Second Spouse: The provisions of the joint will governing the distribution of property become enforceable with the passing of the second spouse or partner. The responsibility for carrying out the contents of the will rests with the executor (who may be mentioned in the joint will) or another person so appointed.

It's crucial to remember that the joint will is a single document that controls how both spouses' or partners' assets are distributed, and it's intended to make sure that both parties' preferences are honored. Joint wills can have restrictions and potential disadvantages, they may not be recognized in some jurisdictions, and they may cause legal complications.

It is advised for spouses or partners to seek legal advice from an attorney who specializes in estate planning in their particular jurisdiction before drafting a joint will. The lawyer can offer advice on the legal requirements and ramifications of joint wills and assist people in making educated decisions regarding their estate planning obligations. When addressing their estate planning objectives, spouses frequently choose to create separate wills or mutual wills (different wills with comparable provisions).

My Legacy Box ("formerly Oiconomos") is an end-to-end solution for personal finance succession management. It simplifies succession planning and management by building on financial hygiene and best practices. Innovative segments like facilitation of one click Will creation which is considered to be one of the most effective tools for inheritance management in the judiciary system, make us stand out. With the help of tech, we make succession management accessible, affordable, and secure for the families of Bharat.

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