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Can I Make My Own Will
Published 10/1/1996
in the
The NAELA News
Always an interesting topic when talking to
non-lawyers is the subject of handwritten Wills. "I have heard that all you have
to do to make a Will is write it out, sign it and have it notarized," or
something similar, is a common comment.
Oklahoma has a statute:
"54. Holographic wills - Requisites. A holographic will
is one that is entirely written, dated and signed by the hand of the testator
himself. It is subject to no other form, and may be made in or out of this
State, and need not be witnessed." (84 O.S. 54)
In the past, I would patiently explain that a Will
entirely written, dated and signed by a person would be a legal Will in
Oklahoma. But no more! If I am asked that question, it means the person is not a
lawyer and is not knowledgeable about testamentary planning. S/he cannot
hand-write a Will. S/he may not hand-write a Will well, technically, s/he may
and can BUT!
Why? To save money. S/he doesn’t have to pay a lawyer.
True, not then - but the intended beneficiaries will likely pay BIG attorneys
fees if the Will is contested. The inadequacy of poor planning is very expensive
in many ways.
This year, another lawyer and I successfully
established that a handwritten document was a Will. It said it was a Will. There
were several special bequests. Children and grandchildren and a lawyer friend
received bequests. BUT two of the three nearly disinherited daughters contested.
The fourth daughter was the primary beneficiary. The contestants finally, three
days before trial, admitted that it was entirely written, dated and signed by
the testator. Their remaining legal theory for contest: Decedent did not intend
the document to be a Will. He would not leave such an important document in his
briefcase instead of putting it in his safe deposit box! He would have discussed
it this his lawyer friends. Eight months after testator’s death, and after
several days of trial, the judge found that it was a Will and admitted it to
probate.
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