While you can technically write a will without the help of a lawyer, a notary, and witnesses, it is a dangerous option with the potential to fail entirely.
There are several formal requirements for a will. Formally, wills must be signed by their author (also referred to as the testator), and must be either (a) signed by two witnesses who witnessed the testator’s signature, or (b) notarized by a notary public (though to be safe, most lawyers will make sure that both (a) and (b) happen). However, these requirements are not absolute. Their purpose is to ensure that the will accurately and completely reflects the testator’s intention, and when that intention can be otherwise guaranteed, a will you write without the help of a lawyer may still be valid.
There are several ways to write your own will. One possibility is to write a holographic will, or a handwritten will. A holographic will is valid as a will so long as:
1. It is in the testator’s own handwriting;
2. It is clear from the language of the document that the testator intends the document to serve as his or her will;
3. It is signed by the testator.
Therefore, if you handwrite your will, call it your will within the document itself, and sign it at the end, you can technically write a will in this way without the aid of a lawyer.
Another possibility is to simply write your own will in any format, sign it, and leave sufficient evidence that you intended the document to be your will. Again, where the purpose of the formal will requirements is otherwise fulfilled—that is, where it is clear that the will contains the testator’s true testamentary intentions—the probate court will not enforce the formal requirements of the will.
However, if you choose to write your own will, you run some serious risks. Though it is technically possible to avoid the formal will requirements, it is rather dangerous. A will that meets the formal requirements is consider self-proving—that is, the page the contains the witness signatures and notary stamp is considered sufficient proof, within the will itself, that the will is valid. Lacking these formalities, a probate court must examine external evidence to determine whether the will is valid. For example, if you write a holographic will, your beneficiaries must prove in court that the will is in your handwriting. This can be a time consuming and expensive process, and it is not even guaranteed to work! It is entirely possible that your beneficiaries could fail to prove that you wrote the will, or that you intended it to be a will at all, in which case all of your wishes would become invalid.
Additionally, if you write a will without the assistance of a lawyer, you are likely to make legal mistakes that only an experienced attorney could catch. Even things that sound simple, such as leaving money for any pets that outlive you, can require some complex legal maneuvering to get right. And if you do not properly execute this maneuvering, your pets may get nothing at all!
At Legacy Planning and Probate, LLC, we can ensure that your wishes are communicated competently and effectively in your will. Additionally, we will be certain that your estate documents meet all the formal requirements in order to make the probate process as smooth and speedy as possible. If you still need to write your will, click “Get Started” above to set up an appointment with Kim Raemdonck, an experienced Denver-Area estate planning attorney.