Grover Estate Planning

How to Change a Will in Texas: Legal Guide.

Texas will requirements

Ever thought if changing your will after a big life event is needed? Or if things will just sort themselves out? In Texas, updating your will is a must to make sure your estate planning matches your current wishes and follows Texas probate law.

At our estate planning and probate law firm, we know how crucial it is to have a will that reflects your current life. Changing a will in Texas means going through legal steps and following certain rules. It’s key to follow state law to make sure any changes are legal and your wishes are carried out after you’re gone.

Key Takeaways

  • In Texas, a will must be in writing, signed by the testator, and witnessed by at least two mentally competent adults.
  • Holographic handwritten wills are also valid if signed by the testator.
  • You can modify a will in Texas by executing a codicil or drafting a new will.
  • Legal formalities must be followed strictly for modifications to be valid.
  • Only the testator has the authority to change their will while alive.
  • Improper execution of changes can lead to invalidation.
  • Major life events like divorce, marriage, or acquiring significant new property often necessitate will updates.

Understanding the Basics of Wills in Texas

Estate planning is key to protecting your assets and making sure your wishes are known. It’s important to know the rules for making a will in Texas. We’ll look at what you need for a valid will and why you might need to update it.

Legal Requirements for a Valid Will

In Texas, a will must follow certain legal rules. It must be written, not oral. The person making the will, called the testator, must sign it. They must be mentally able when signing. Also, two other adults who can’t be beneficiaries must witness the will.

Notarizing a will isn’t required in Texas, but a self-proving affidavit can make things easier later. It means you won’t need witnesses to prove the will’s validity. Following these Texas will requirements helps avoid legal problems later.

Common Reasons for Changing a Will

Life changes, and so should your will. You might need to update it after big life events like marriage, divorce, having a child, or changing who you want to inherit what. For instance, a divorce in Texas automatically changes your will to not include your ex unless you say otherwise. Updating your will keeps it in line with your current wishes and the law.

With these estate planning basics, making a will in Texas is easier. It gives you peace of mind, knowing your wishes will be followed and your loved ones taken care of.

When to Consider Changing Your Will

Keeping your will up to date is key. Life changes often mean you need to update your important documents. Let’s look at when you should think about changing your will in Texas.

Significant Life Changes

Life brings many milestones that might make you want to update will significant life events. Events like marriage, divorce, having a child, or losing someone close can trigger the need for updates. For example, in Texas, divorce means any will provisions for your ex are wiped out. Updating your will after divorce helps protect your kids, pick new people to handle your estate, change who gets what, and avoid legal fights.

Adding a new child to your family means your will should change too. This ensures they’re looked after in the future.

Changes in your wealth also call for updates. Getting or losing assets means your will should reflect these changes. If your financial situation changes, so should your estate plan.

Learn more about avoiding probate in Texas here.

Change in Asset Distribution Preferences

Your thoughts on how to share your assets might change. Maybe you want to give more to loved ones or charities. It’s important to revise will in Texas to reflect these new wishes. This keeps your estate plan in line with what you want and helps avoid fights over your stuff after you’re gone.

Remember, Texas has rules for changing your will. You must sign it or a codicil with two witnesses who are at least 14. Not following these steps can make your changes invalid.

Legal Options to Change a Will in Texas

In Texas, you can change a will through two main ways: making a codicil or drafting a new one. Knowing these options helps make sure your estate plan matches your wishes.

Executing a Codicil

A codicil changes certain parts of an existing will without fully replacing it. To make a codicil in Texas, you must sign it and get witness signatures, just like the original will. Codicils are good for small changes, but making a new will is often better to avoid losing documents.

Drafting a New Will

For big changes, making a new will is usually best. A new will can replace old ones if it clearly says, “I revoke all prior wills and codicils.” This approach is clear and lowers the chance of disputes. To make a new will, follow the same steps as the first one, with the testator and two witnesses signing it.

Choosing to execute a codicil or drafting a new will needs careful thought. Getting advice from an estate planning lawyer is key. They help make sure your changes are legal and follow Texas law.

Steps to Change a Will in Texas

Changing a will in Texas requires careful steps to make sure it’s legal and reflects your wishes. First, think about the legal needs and get professional advice.

Consulting an Attorney

Getting legal advice is crucial when changing a will. At GCPeters Law, we’re experts in drafting wills in Texas. We offer tailored legal help for estate planning. An attorney can guide you through probate laws and make sure everything is done right.

Preparing the New Document

After getting legal advice, it’s time to prepare the new will. An attorney will help draft it, making sure all changes are clear. There are two main ways to do this:

  • Executing a Codicil: This is a formal way to add changes to your will. It needs to be signed by two witnesses.
  • Drafting a New Will: Sometimes, making a brand new will is better. This one cancels out any old wills to avoid confusion.

It’s important to sign and witness the new or changed will correctly under Texas law. The person making the will must be 18 or older and mentally sound. Not following these rules can make the will invalid or cause fights among heirs.

By following these steps and working with legal experts like GCPeters Law, you can make sure your will reflects your wishes and passes legal checks.

Challenges and Pitfalls in Changing a Will

Changing a will in Texas can be tricky if you don’t follow legal steps carefully. It’s important to know the potential problems to make the process smooth and avoid disputes.

Legal Formalities Not Followed

Not following legal steps when you change a will can cause big problems. Texas law has certain rules, like signing with witnesses correctly. If you skip these steps, the court might not accept the changes. This could lead to legal issues and fights over the estate.

Invalidating Previous Wills

Another mistake is not making it clear you’re changing your will. This can cause confusion and legal trouble. To prevent disputes, destroy old wills and make it clear you’re changing it. This makes sure the new will is the one followed in court.

To avoid legal problems and disputes, pay close attention to the law and talk clearly about your wishes. For safety, work with a Texas estate planning lawyer to make a legal will. Update your plan after big life changes to keep your wishes up to date and legal.

Case Study: Mahan v. Dovers

The Mahan v. Dovers case highlights the need to follow Texas law when changing a will. This probate lawsuit shows how important it is to understand the rules about changing wills. It also shows the key role of lawyers in making these changes.

Overview of the Case

The case started after the person who made the will died. The family argued that the changes made to the will didn’t follow Texas law. Professor Gerry W. Beyer from Texas Tech University School of Law pointed out several warning signs in such cases.

These signs include leaving out close family members or making sudden changes in who gets what. This was true in the Mahan v. Dovers case, making things even more complicated.

Beyer also talked about ways to avoid these issues. He suggested adding special clauses to wills and recording the will-making process on video. This can prove the person making the will was of sound mind and knew what they were doing. But, not doing these things led to the lawsuit in the Mahan v. Dovers case.

Lessons Learned

This lawsuit teaches us several important lessons. First, making changes to a will must follow the law. This helps avoid legal challenges. Lawyers play a crucial role in helping people make these changes correctly.

They should guide the person making the will and use methods like video recordings. Choosing the right witnesses and following the rules for making wills can also lower the chance of a lawsuit. The Mahan v. Dovers case shows what happens when these steps are ignored.

Conclusion

Changing a will in Texas means you need to know the state laws well and follow the legal steps carefully. It’s important to understand Texas probate law. This law lets you update your will because of big life changes like getting married or having kids. Making sure all changes are legal, like getting the right witnesses and signatures, is key to making your will changes official.

At GCPeters Law, we focus on giving our clients the help and advice they need to change their wills. We make sure your final wishes are respected and your estate plan matches what you really want. Talking to an experienced estate planning lawyer can help with making changes, whether it’s through a codicil or a new will.

If you need help with changing your will or have questions about your estate plan, please contact us. We are committed to giving you the right advice to make sure your assets go where you want them to. With our trusted legal team, you can go through the Texas probate court with confidence. You’ll know your estate is taken care of, giving you peace of mind. Schedule a consultation with us today 

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