My column last week was about changing a will that had been prepared by a lawyer.
A reader had asked about crossing out and writing in changes directly on the will itself. And there was a lament about having to pay a lawyer $275.00 every time a minor change was made.
I explained how crossing out and writing in changes directly on a will can be validly done. But proposed that a cleaner way would be to modify an electronic version of the will, print it, re-date it and re-sign it with witnesses as your new will.
Barb e-mailed after reading my column: 含羞草研究社淥ver the years I have done a codicil (basic form on line), when it is something fairly minor. Is this better than crossing out an original will or no different? Seems a bit cleaner to me.含羞草研究社�
Sure, show me up, Barb!
It hadn含羞草研究社檛 occurred to me that there would be an easily accessible online form of codicil.
Barb pointed me to an American site you can find by searching 含羞草研究社渓egaltemplates含羞草研究社�, that says it offers over 140 legal forms, including a codicil. The pricing options include a free trial. Barb says she含羞草研究社檚 never had to pay anything.
Using online legal forms is dangerous! Particularly when the forms were created for customers in the United States because while many laws are similar, there can be significant differences.
Am I a hypocrite? In previous columns I含羞草研究社檝e provided links to online forms of power of attorney and representation agreement provided by the government of British Columbia.
But those forms are provided by a reliable source and come with excellent information about completing them and how they work.
Even those forms have limitations, though, and if you go back to find those previous columns you will see that I always recommend consulting with a lawyer.
How about I just walk you through how to make a codicil. There is nothing complicated about its 含羞草研究社渇orm含羞草研究社�.
First, though, what is a codicil? 含羞草研究社淐odicil含羞草研究社� is a legal name for a document that modifies your will.
There is nothing magical about the title. The word 含羞草研究社渃odicil含羞草研究社� isn含羞草研究社檛 important. Call it 含羞草研究社淐hanges to my will含羞草研究社� if you wish.
To avoid any uncertainty, it含羞草研究社檚 helpful to specifically refer to the will you are changing to. How about this: 含羞草研究社淚 am changing my will dated October 15, 2023含羞草研究社�.
Then comes the important part: setting out the changes.
This can be tricky. No 含羞草研究社渇orm含羞草研究社� can create this part for you because every will is different.
It含羞草研究社檚 critical to be crystal clear about what part of your will is being changed and exactly what that change is.
An example change of executor might be: 含羞草研究社淚nstead of my spouse, Shirley Knowall, I appoint my sister, Elsie Smart, as my executor.含羞草研究社�
An increased gift might be: 含羞草研究社淚 increase the amount of my gift to the Canadian Cancer Society in paragraph 8(a) from $2,000.00 to $5,000.00含羞草研究社�.
Those are easy changes. Others can be quite complicated. Unless you have experience with legal drafting, it can be difficult to describe exactly how a particular provision in a will is being changed.
Your drafting might be clear to you, but you know what you want to accomplish. It含羞草研究社檚 quite a different thing to look at the documentation with fresh eyes.
It can be far easier to make a change in the will itself than to describe the change in a separate document.
To be valid, a separate 含羞草研究社淐hanges to my will含羞草研究社� document must be signed and witnessed in the same way a will must be signed and witnessed.
And it should be dated.
Now for some cautions.
If your description of the change is not crystal clear, you will create what might be a very expensive problem for your executor to sort out and your wishes might not be followed.
Ensure you keep the document with your will! There is no 含羞草研究社渨ill fairy含羞草研究社� that will alert your executor that you created that document. If they don含羞草研究社檛 find it, the changes will have no affect.
And please read my last column with the caution that the need to make one change to your will might be an indication that your entire estate plan should be reviewed. An optimum estate plan depends on your circumstances and tax laws, both of which change over time.
Paul Hergott
Lawyer Paul Hergott began writing as a columnist in January 2007. Achieving Justice, based on Paul含羞草研究社檚 personal injury practice at the time, focused on injury claims and road safety. It was published weekly for 13 陆 years until July 2020, when his busy legal practice no longer left time for writing.
Paul was able to pick up writing again in January 2024, After transitioning his practice to estate administration and management.
Paul含羞草研究社檚 intention is to write primarily about end of life and estate related matters, but he is very easily distracted by other topics.
You are encouraged to contact Paul directly at paul@hlaw.ca with legal questions and issues you would like him to write about.
