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What is a conditional will and when is it probated?

Bar Exam Prep Wills Execution of Wills What is a conditional will and when is it probated?
😭 Wills • Execution of Wills WILLS#004

Legal Definition

A conditional will is a will that is probated only when its conditions are satisfied.

Plain English Explanation

Conditional wills are simple to understand, but difficult to argue on exams. To recognize one, you simply look for a conditional statement attached to a will. For example, if Bob is headed to a safari in Africa and he writes a will that says, "If I die in Africa, I want my estate to go to..." then his will is arguably conditioned on his anticipation that he might die in Africa. But what happens if he returns from Africa safely?

Some courts would say, "Well, sure, he still has a valid will, but that will was conditional on him dying in Africa. But he didn't die. So the will is no longer valid, and it is as if Bob has no will now."

But other courts look at this issue as being one of motive. They will say, "Well, he obviously intended to have his estate distributed a specific way, so even though he didn't die in Africa, if he dies later and this is the only will we have, we should abide by it."

On an exam, you'll need to argue it both ways.

Hypothetical

Hypo 1: Bob writes a will saying, “If I die in a car crash, I want all my assets to go to Sam.” Soon after, unfortunately, Bob does die in a car crash. Result: The condition in Bob's will is met, so the will is probated, and all Bob's assets go to Sam.

Hypo 2: Bob again writes a will with the same condition. This time, Bob dies of natural causes. Result: Since the condition in the will isn't met, some courts might say the will isn’t valid, and it's as if Bob has no will. Other courts might consider Bob’s overall intention and still probate the will, giving the assets to Sam.

Visual Aids

What is a conditional will and when is it probated?
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