2.  Attested (witnessed)  Holographic (handwritten)  Nuncupative (oral)  Others  Military  Notarized (UPC)

3.  Ritual or cautionary  Evidentiary  Protective  Channeling

5. A. Great game, especially the last few minutes. B. Who cares about the game, but the commercials were mostly great. C. Who cares about the game and the commercials were mostly bad. D. Who cares about the game, but the Half Time show was awesome. E. I did something way more worthwhile than watching the game.

7. 1. Written 2. Signed 3. Witnessed

8.  No requirement regarding what written on or with.

9.  Any symbol executed or adopted by the testator with present intent to authenticate the will. Gov’t Code § 311.005(6).

11.  1. Estates Code  By the testator’s direction, and  In the testator’s presence.

12.  Your best client calls you and says, “I just saw four wiggling feet in the bed. Please tear up my will.” You comply. What result? A. Will is revoked. B. Will remains effective. C. Will might be revoked.

13.  2. Notary under Gov’t Code § 4040.0165  In presence of a witness.  But only if testator physically unable to sign.

14.  None specified in Texas.  Should be at the end or “foot” of will.

15.  Number = at least two  In re Estate of Iverson – p. 95 Substantial compliance approach rejected.

16.  1. Legal Capacity  Above 14 +

17.  2. Attestation Capacity  Credible; qualified to testify in court

18.  3. Time  When attestation occurred

19.  4. Knowledge  Publication not required (witnesses do not need to know they are witnessing a will)  Davis v. Davis, p. 98  But is needed for SPA

20.  What if witnesses attest before testator signs?  Strict View  Continuous Transaction View [Texas]

21.  Not allowed.  Statute says “their names”

22.  Not allowed.  Statute says “in their own handwriting”

23.  Statute says “subscribe”  But, case law not strict

24.  1. Witnesses attest in presence of testator?  Required in Texas.  “Conscious Presence” defined – Nichols p. 101  Visually-impaired testators  Morris – p. 104, note 5

25.  2. Witnesses attest in each other’s presence?  Not required in Texas.

26.  3. Testator signs (or acknowledges a prior signature) in presence of witnesses?  Not required in Texas.

28.  1. Effect on will  None – will remains valid.

29.  2. Effect on beneficiary’s gift  Void, unless an exception applies.

30.  3. Exceptions  a. If beneficiary is also an heir, beneficiary receives smaller of will and intestate share.

31.  3. Exceptions  b. Will is otherwise established (e.g., another witness).

32.  3. Exceptions  c. Corroboration by disinterested and credible person.

33.  Substitutes for in-court testimony of witnesses when will probated.  Saves time, expense, and inconvenience when probating will.  Does not “strengthen” the will.

34.  1. Traditional – two-step with “double” signatures. SPA is separate document.

35.  2. Modern (as of September 1, 2011) – one- step with “single” signatures. SPA is inside the will.

36.  The Boren issue – p. 107

38.  Normally, little thought given.

39.  1. Witnesses familiar with testator

40.  2. Supernumerary witness

41.  3. Youthful and healthy witnesses

42.  4. Traceable witnesses

43.  5. Witnesses who would favorably impress judge and jury.

45.  1. Psychological benefits

46.  2. Effectuate client’s intent

47.  1. Psychological benefits  2. Effectuate client’s intent  3. Limit exposure to malpractice claims

48.  1. Before ceremony  2. Ceremony  3. After ceremony

49.  Drafting a will and supervising a will execution ceremony = the practice of law.  Do NOT engage in this conduct until licensed.  NO exception that testator knows you are unlicensed or you are not being paid.