Related Areas:
Estate Planning
Will Contests; Probate Litigation
  Wills

 

   
  The texas Will Execution Checklist
   
  will execution ceremony & procedures

A person's Last Will and Testament, or Will is a written declaration by the person (testator) stating how his or her estate is to be distributed upon death. To reflect the importance of the Will signing and avoid a challenge to the validity of the Will, it is important that the Will is properly signed before witnesses and a notary in a formal Will Execution Ceremony.

WILL EXECUTION CEREMONY

You and our estate planning attorney will each proofread the Will prior to the execution. Any typographical errors should be corrected and a new original printed.

You and our estate planning attorney should review the final draft of the Will together, to ensure that you understand the Will.

Under typical circumstances, we conduct the execution in our offices to ensure a comfortable, controlled environment without any interruptions to the ceremony.

To begin the ceremony, we gather the testator, two to three disinterested witnesses, a notary, and our supervising attorney. At this time, we will introduce all of the participants.

TESTAMENTARY CAPACITY

To execute a Will in the State of  Texas, you have to demonstrate testamentary capacity. Under Texas law, testamentary capacity means that the testator:

understands he or she is executing a document disposing of his or her property upon death,

understand the general nature and extent of his or her property,

knows the natural objects of his or her bounty (e.g., next of kin), and

has sufficient memory to collect in his or her mind each of these elements and remember them long enough to make reasonable judgment about disposing of his or her assets.

To establish your capacity and your wishes about disposing of your property, we will ask you a series of questions, including:

What is your name?

Are you of sound mind and either at least eighteen (18) years of age, married or in the military?

Have you read and do you understand the Will?

Would you like to make any additions, corrections, or other changes to the Will?

Does the will dispose of your property at your death according to your wishes?

Will Execution PROCEDURES

You and each witness should use blue ink so that the original may be easily distinguished form a copy.

You should initial each page of the Will, except the last page. On the last page, you will sign your full signature, and state the date and location of the Will execution.

Each witness will sign the attestation clause and write his or her address.

Once the Will is signed, the witnesses will execute the Self-Proving Affidavit. The notary will take the oath of the testator and witnesses. 

The notary will asks you to confirm that this is your Last Will and Testament, you willingly made and executed it, and did so as your own free act and deed.

The notary will ask the witnesses to confirm that you had declared the instrument to be your Last Will and Testament, you were of sound mind and at least fourteen years of age at the time of the execution, you executed the Will before them as witnesses, and each witness signed the Will at your request.

The notary will sign and stamp the affidavit, and record the ceremony in the notary's record book. 

SAFEKEEPING OF THE ORIGINAL AND COPIES

Once the Will is finally executed, we will make multiple copies of your signed will. Our attorneys will keep at least one copy so that we may review it at a later date to determine whether revisions are advisable due to changes in the law. We will discuss and determine who should keep the signed original of the Will.

CONTACT US

To speak to an an estate attorney about creating a will, please contact us here or call us at 713.650.9700.

 

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