Your Will is possibly the most important legal document you will ever make. Despite the importance of this document, many people attempt to create a valid Will using a DIY Will Kit.
The drafting of a Will requires a specific set of legal skills and is often a complex task. As a result, there are many risks involved when using DIY Will Kits and the disadvantages clearly outweigh the tempting prospect of an initial saving on legal costs.
In fact, your Estate may be required to spend considerably more in legal fees to achieve the outcome you desired. Even costly litigation cannot guarantee that mistakes will be corrected and your last wishes may never be respected.
Mistake Number 1: Non-awareness of Legal Issues
The first error many people make when using DIY Will Kits is a failure to consider the legal issues relevant to their personal situation. Some legal issues that need to be considered are:
- The adequate provision for spouse and/or children with consideration of any potential claims from ex-partners or stepchildren;
- A proper understanding of how superannuation, corporate and trust structures, and taxation implications will impact on your estate; and
- An alternative distribution plan if any or all of your bequests fail.
DIY Will Kits are standard forms by nature and fail to consider your individual circumstances. By engaging a solicitor you can ensure that you are provided with accurate legal advice regarding the various options available to you.
Mistake Number 2: Incorrect Drafting
Many people complete DIY Will Kits with the best intentions, however, through lack of technical knowledge, they can use ambiguous or incorrect wording. As a result, the Executors of the Will may be forced to make an application to the Court to determine the true meaning or effect of the wording of the terms of the Will.
Other Will makers fail to understand the terminology or instructions set out in a Will Kit. In addition to incurring significant legal costs, Executors are burdened with unwelcome and stressful Court proceedings. This substantial cost and delay in administering an
Estate can be avoided by consulting a Wills and Estates solicitor who is are experienced in drafting Will clauses with maximum certainty to ensure your wishes are carried out.
Mistake Number 3: Incorrect Execution
Incorrect execution of a Will creates a legal problem which may result in a costly application to the court.
Case Study # 1
Often, people sign DIY Will Kits using different pens. For example, in one case, an elderly man, Mr Vogele, completed a DIY Will Kit using correct wording, however, parts of the Will were written in two different types of ink. Notwithstanding the use of two different types of ink, as the Will was also unwitnessed and unsigned, the Court refused to uphold the validity of the Will. The Court decided that it had not been convinced that Mr Vogele intended the drafted document to take effect as his Will.
Case Study # 2
In another case, a man asked his de facto partner to complete a DIY Will Kit in accordance with his verbal instructions. He was a man who was particular about the use of pens.
While his partner was completing the DIY Will Kit, the man complained about the pen she was using. Each time he complained, his partner would get another pen and return to continue completing the DIY Will Kit. The end result was that four pens were used to complete the DIY Will Kit and this cast doubt on the validity of the Will.
Many Will makers fail to correctly execute their Will by not signing in the presence of two or more witnesses. This legal formality requires the Will maker to sign in the presence
of two witnesses who are present at the same time.
Case Study # 3
In a third case, the Will maker drafted what appeared to be a valid Will. However, the Court noted that although the Will had been correctly drafted, signed and dated by the Will maker, it did not satisfy the requirements of the Succession Act (Qld) 1981, in that it was not witnessed. Luckily, in this case, the Court was able to give effect to the document based on strong evidence that satisfied the Court that the document embodied the Will maker’s testamentary intentions and that he intended the document to form his Will. The legal costs incurred by having the Court determine the validity of the document may have been avoided had the Will maker consulted a Wills and Estates solicitor.
These practices breach the strict legal formalities which must be adhered to and may result in a costly application to the Court.
Mistake Number 4: Incorrect Witnesses
A Court may determine that a gift in a Will is invalid if one of the witnesses is the beneficiary of the gift, or related to a beneficiary of that gift.
Case Study # 1
In the first case, the Will maker, Mr Jackson, asked his de facto spouse to witness his Will. The Court noted that the de facto spouse was both a beneficiary and a witness to the Will. According to the Succession Act (Qld) 1981, where a beneficiary is a witness to the Will, the gift to that beneficiary is void. The Court ordered that Mr Jackson’s intended gift to his de facto spouse failed due to a simple error in witnessing.
Case Study # 2
In a similar case, the Will maker purchased a Will Kit which provided instructions as to who can and cannot witness the Will. However, the Court held that the instructions were
‘dangerous’ as they failed to inform the Will maker that a gift may fail ‘where the spouse of a person to whom the gift is made is an attesting witness.’
The instructions of the DIY Will Kit were followed and the Will was witnessed by the husband of an intended beneficiary, who was to share equally in the Estate with surviving siblings. As a result of this oversight, the intended beneficiary was forced to commence costly legal proceedings to have the Court determine the validity of the gift.
The intended beneficiary was also ordered to pay the Executors’ legal costs out of her share of the Estate on an indemnity basis.
Conclusion
In order to avoid the many pitfalls of DIY Will Kits, it is vital that you consult a Wills and Estates solicitor when creating your Will. This can ensure that you receive important Estate planning advice and your wishes are recorded in a manner that is legally binding. To enquire about any of the above information, contact Loan Chow on (07) 3232 5719 or loanc@whd.com.au.