{"id":905,"date":"2023-07-20T09:00:00","date_gmt":"2023-07-20T08:00:00","guid":{"rendered":"https:\/\/ctt-group.co.uk\/tax-trust\/?p=905"},"modified":"2023-09-27T10:29:42","modified_gmt":"2023-09-27T09:29:42","slug":"witnessing-a-will","status":"publish","type":"post","link":"https:\/\/ctt-group.co.uk\/tax-trust\/witnessing-a-will\/","title":{"rendered":"Witnessing a will"},"content":{"rendered":"
There are certain formalities that must be complied with when a client signs their will. One such formality is the witnessing of the will. If these requirements are not met, it can often result in problems after the client (known as the testator) has passed away.<\/p>\n
The signing of the will and its attestation (a clause within the will that explains the circumstances in which it was signed and witnessed) are of the utmost importance. If done incorrectly, the client\u2019s estate will fall under the Intestacy Rules which are laid out in The Administration of Estates Act 1925 and The Inheritance and Trustees Powers Act 2014.<\/p>\n
<\/p>\n
The Wills Act 1837 Section 9 sets out the main rules for the execution of a will. These are as follows:<\/p>\n
(To find out more about who can make a will, see our previous article here<\/a>.)<\/p>\n The role of a witness is to confirm that the will has been signed by the testator. For a will to be valid, it must be witnessed by two witnesses who are both present, physically and mentally, when the testator signs their will, or when the testator acknowledges their own signature.<\/p>\n <\/p>\n To be able to witness a will, the person must be aged 18 or over, have the required mental capacity, and cannot be blind. Their main role is to confirm that the will has been signed by the testator and that they have witnessed the testator sign or acknowledge their own signature.<\/p>\n A beneficiary can also be a witness. However, this act disqualifies them and their spouse or civil partner from receiving a benefit under the will.<\/p>\n It is also inadvisable to let any family member be a witness to the will. Even if they are not a named beneficiary in the case, they have a legitimate claim to be a residuary beneficiary in the future.<\/p>\n <\/p>\n Witnessing is also a requirement should the client wish to make amendments to their will. Any alterations to the will can be made on the original document, however, these alterations must be signed or initialled by the testator and witnessed by two witnesses, who must in turn also sign or initial the amendments.<\/p>\n Certain words can also be removed from the will by the testator if it\u2019s clear the testator intended to remove that particular part from their will. If a testator wishes to make changes such as the above, it\u2019s advisable to make a new will as the legitimacy of amendments can be hard to prove in court.<\/p>\n <\/p>\n During the pandemic, the rules for witnessing a will were changed to comply with isolation and social distancing requirements. The new rules for remote witnessing of a will can be found here<\/a>.<\/p>\n <\/p>\n Witnessing of a will is not simply a legal obligation. It also helps ensure the testator\u2019s wishes are carried through following their death. If the will should ever be called into question, the witnesses can be called upon to testify that the requirements were complied with when the will was signed.<\/p>\n Having the correct witnessing in place to ensure a will is compliant at the time of its signing and attestation is crucial. Failure to do this could result in the will being declared invalid, causing the testator\u2019s estate to fall under the Intestacy Rules.<\/p>\n For more in-depth information on requirements for will writing and attestation, see our articles on \u2018Who can Make a Will<\/a>\u2019 and \u2018The importance of executing deeds and documents correctly<\/a>\u2019.<\/p>\n\n\t<\/div>\n\tWho can be a witness?<\/strong><\/h2>\n
Witnessing amendments to a will<\/strong><\/h2>\n
Virtual witnessing\u00a0<\/strong><\/h3>\n
The importance of compliant witnessing <\/strong><\/h3>\n