How To Revoke A Last Will And Testament

Revoking a Last Will & Testament is a crucial step when your circumstances or wishes change. For Texans, ensuring that your will reflects your current intentions is especially important because Texas has its own unique laws governing wills and estates. By understanding the proper steps to revoke a will, you can protect your loved ones and ensure your estate is distributed as you wish as The Woodlands, TX wills lawyer who has been with our firm since its founding in 2021 can explain.

What Does Revoking A Will Mean In Texas?

Revoking a will means canceling it so it is no longer valid under Texas law. Once revoked, the document cannot be used to distribute your assets or carry out your wishes. Texas law allows for several ways to revoke a will, but it’s essential to follow the proper legal procedures to avoid confusion or disputes later.

Why Texans Should Revoke An Outdated Will

Texans often need to revoke a will when life events or circumstances change. Common reasons include:

1. Marriage Or Divorce: Texas law partially revokes provisions in a will upon marriage or divorce, but relying on these default changes can lead to unintended consequences. Actively updating your will ensures it fully reflects your new situation.
2. Children Or Grandchildren: Welcoming new family members may require changes to how your assets are distributed.
3. Property Changes: In Texas, many residents own property or businesses that may change in value or status over time, requiring updates to their estate plans. Although it is important to update estate planning regularly for businesses and individuals, sometimes things happen where a will needs to be revoked.
4. Changing Executors Or Beneficiaries: Relationships evolve, and you may want to appoint a new executor or adjust who inherits from your estate.

In Texas, taking proactive steps to revoke and update your will ensures that it aligns with your current wishes and the state’s legal framework.

How To Revoke A Will In Texas

There are several methods to revoke a will under Texas law. Choosing the right approach depends on your situation and whether you plan to replace your old will with a new one.

1. Create A New Will

The most common way to revoke a will in Texas is by creating a new one. Your new will should include a statement explicitly revoking all prior wills. Texas law gives priority to the most recent valid will, ensuring the new document takes precedence.

Steps in Texas:

1. Draft a new will that reflects your current wishes.
2. Include a revocation clause, such as: “I hereby revoke all prior wills and codicils.”
3. Sign the new will in the presence of two witnesses who are at least 14 years old, as required by Texas law.
4. Have the witnesses sign the will in your presence to ensure it is legally valid.

Once your new will is executed, it automatically overrides any previous wills.

2. Physically Destroy The Old Will

Texas law allows you to revoke a will by physically destroying it. This is a straightforward option if you don’t plan to replace the old will immediately.

How to Destroy It in Texas:

1. Tear it up.
2. Burn it.
3. Shred it.
4. Write “revoked” across the document in a clear and permanent way.

Make sure the destruction is complete. If there are copies of the will, destroy them as well to avoid confusion.

3. Write A Revocation Document

Another method allowed under Texas law is to create a written revocation statement. This document must follow the same legal requirements as creating a will, including being signed in the presence of two witnesses.

– Steps in Texas:

1. Write a statement revoking your will, such as: “I revoke my Last Will & Testament dated [insert date].”
2. Sign the document with two witnesses present.
3. Ensure the witnesses also sign the document to confirm its validity under Texas law.

4. Allow Revocation By Operation Of Texas Law

In Texas, certain events can partially revoke a will automatically. For example, if you get divorced, your ex-spouse is generally treated as if they predeceased you for purposes of your will. However, relying on these automatic changes can be risky and may not cover all aspects of your estate plan. Actively revoking and updating your will is the best way to avoid unintended outcomes.

Factors To Keep In Mind

Revoking a will is just one step in maintaining an up-to-date estate plan. For Texas residents, there are additional factors to keep in mind:

1. Community Property: Texas is a community property state, meaning that marital property is shared equally between spouses. Ensure your will reflects how community and separate property should be distributed.
2. Family Property: Many Texans own family land or ranches, which can complicate estate planning. Properly revoking and updating your will helps ensure these assets are passed on as intended.
3. Oil, Gas, And Mineral Rights: Unique to Texas, these rights can be valuable and should be included in your will. Revoking an outdated will allows you to account for changes in ownership or value.
4. Safekeeping: Keep your new will in a secure location, such as a safe deposit box or with your attorney, to ensure it is easily accessible when needed to protect your wishes and wealth for your family.

Consequences Of Not Properly Revoking A Will

If you don’t follow Texas law when revoking a will, it could lead to serious complications:

• Probate Disputes: If conflicting wills are presented in court, it could delay the probate process and create family tension.
• Unintended Beneficiaries: Your old will may distribute assets to people you no longer wish to benefit.
• Legal Challenges: An improperly revoked will might still be considered valid, leading to court battles over your estate.

Taking the proper steps to revoke a will helps avoid these issues and ensures your loved ones are protected.

For Texas residents, revoking a Last Will & Testament is an essential step in keeping your estate plan current and effective. Whether you create a new will, destroy the old one, or write a formal revocation document, it’s important to follow Texas-specific legal requirements. By working with an experienced Texas estate planning attorney, you can ensure that your will is revoked properly and that your estate reflects your true intentions.

Stuart Green Law, PLLC has been working on estate plans for families that protect their assets. We are licensed in Texas, Kentucky, Pennsylvania, and South Dakota, so contact us for help today.