MBE Rules · Wills, Trusts & Estates
Fraud in Wills
Fraud — execution vs. inducement
The rule
Fraud in the execution (deception about the instrument itself) voids the will; fraud in the inducement (deception about facts motivating the disposition) invalidates only the provisions procured, with constructive trust available against wrongful takers.
In plain English
Fraud in the execution occurs when someone deceives the testator about the nature of the document they are signing, rendering the entire will invalid. In contrast, fraud in the inducement involves misleading the testator about facts that influence their decisions, which only affects the specific provisions that were obtained through the fraud, allowing for a constructive trust against those who wrongfully benefit.
Worked example
Alice signs a will believing it to be a property deed due to Bob's deception about the document's nature. Since Bob tricked Alice about what she was signing, the entire will is void. Conversely, if Alice signed a valid will but Bob lied about the value of her estate to convince her to leave him a larger share, only that provision would be invalidated, and a constructive trust could be imposed on Bob.
Memory hook
Fraud in execution voids the whole will; fraud in inducement just voids the tainted parts.
The trap
Exams often present scenarios where it's unclear whether the fraud relates to the execution or the inducement, leading students to misapply the rule. Students might also confuse the implications of a constructive trust with other remedies.
How examiners test it
Questions typically involve fact patterns where a testator is misled about the will's nature or the facts influencing their decisions, requiring candidates to identify the type of fraud and its consequences.
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More Wills, Trusts & Estates rules
- Co-Trustees · Cal. Prob. Code § 15620
- Trustee Removal · Cal. Prob. Code § 15642
- Formal Will Requirements · Cal. Prob. Code § 6110
- Spendthrift Exceptions · Cal. Prob. Code §§ 15305-15307
- Ademption of Specific Devises · In re Estate of Newsome (1967) 248 Cal.App.2d 712
- Intestate Succession · Cal. Prob. Code §§ 6400-6414