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Inheritance Questions?

Can two people enter into a contract to make their wills a certain way?

Posted on | April 29, 2009 | No Comments

This question usually comes up when a husband and wife make their wills at the same time. A contractual will is different from a joint will. A joint will is just one document that has the testamentary wishes of two people. It is not contractual.

A mutual or contractual will is one executed pursuant to an agreement between the testators to dispose of all their property in a particular manner, each in consideration of the other.  Texas courts view claims of contractual wills cautiously.  Contractual wills can be established only by full and satisfactory proof, and no presumptions or inferences are indulged in favor of them.  To establish that a will is contractual, a two-prong test must be met.

  1. First. the property at issue must not be conveyed to the survivor as an absolute and unconditional gift.
  2. Second, the remainder of the estate of the first to die and the estate of the last to die are treated as a single estate following the death of the survivor, which is jointly disposed of by both testators in the secondary dispositive provisions of the will.

A contractual will can be established only by the provisions of the will itself, or the provisions of a binding and enforceable written agreement.  The mere fact that the testators signed a joint will, or that they frequently used the pronouns we, us and our does not establish the fact that the will was executed pursuant to an agreement to make a mutual will.

In a recent case, the husband and wife executed wills on the same day.  The will concluded by saying

“I have executed this Last Will and Testament concurrently with my said wife, (wife), having executed her Last Will and Testament, a copy of which is attached hereto and made a part hereof, both of said Last Wills and Testaments having been executed in accordance with a contract between us, and this is to acknowledge that both said wills are contractual and can not be revoked without the written consent of both myself and my wife.”

Husband died first.  He owned a house and land before this marriage so it was his separate property.  His will left the house to the wife using the following language: “It is my will and desire that my home …, shall pass to and vest in my wife, (wife), and I do hereby devise said real property to her.”  The will went on to say that if the wife died first, the house would go to his children by a prior marriage.

The testator’s children claimed that the will was contractual.  The wife claimed that the will was not contractual and that it gave her the house free and clear.  The court agreed with the wife.  It held that the gift of the house was unconditional.  The will was not contractual because it did not meet the requirements of being a contractual will as set out above.

The results of the above case or based on the presumption against contractual wills.  If you want a contractual will, it must be made exactly the correct way or the courts will apply the presumption that it is not contractual.

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