Codicil form: Making a change to your will (England & Wales) I: (insert your name) Catherine Jane Sample of: (insert your address) 12 Any Street, Anytown, Anyshire AN1 2WN HEREBY DECLARE this to be the: (first/second) First Codicil to my Will which bears the date: (existing Will date) 1st January 2009 New provision: (Insert here) I give to Blue Cross, registered charity number 224392 (England. A codicil allows an individual, known as a ‘testator’, to make amendments or modifications to their Last Will and Testament.This is common when the testator has decided to change the terms of their estate or if a beneficiary had died. It is required that all codicils be executed in accordance with State law or with a self-proving affidavit.
A Codicil to Last Will is a document used to make minor changes to an existing Last Will and Testament. This document is used when the person who created the Will, known as the Testator, does not want to create an entirely new Will to make minor changes, such as adding, deleting, or changing an existing provision. This document simply amends the Will to make the relevant minor changes while leaving the remainder of the Will intact. A Codicil can change either one provision of the Will or multiple provisions of the Will. The Codicil is considered a separate legal document from a Will. However, the documents are almost always stored together as the meaning of one document is affected by the presence of the other.
Common reasons why an individual might make a Codicil include:
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A Codicil makes frequent reference to the original Will that it is amending. Therefore, the Testator should have access to a copy of the Will that they can make reference to as they are creating the Codicil. When at all possible, the exact text of the provision that is being deleted or changed should be included in the Codicil. The Codicil gives the Testator the following three options for changing their Will:
Once the Testator makes all of the necessary changes, they should number and initial the bottoms of the pages by hand, and then date and sign the document in the presence of two witnesses. For a Codicil to be formally valid, it must be signed by the testator and two witnesses at the same time in the presence of each other. The witnesses must not benefit under the Will or the Codicil. The two witnesses should also date and sign the document. Additionally, a notary may complete any other necessary paperwork to authenticate the legitimacy of the Codicil.
When the Codicil has been completed and signed, it should be kept in a safe place such as a personal safe or a bank safety deposit, along with the original Will. The Testator can also choose to make copies of the Codicil to their Executor and any other parties who had copies of the original Will.
As with Wills, the creation of a Codicil to Last Will is a matter of provincial and territorial law. Codicils are interpreted based on the provincial or territorial court where they are probated by a judge when the Testator passes away.
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