MBE Rules · Wills, Trusts & Estates
Conditional Wills
Conditional wills
The rule
A will expressly operative only on a condition (surviving surgery) fails if the condition does not occur — but courts construe references to impending events as motive, not condition, favoring validity.
In plain English
A conditional will is one that only takes effect if a specific condition is met. If the condition, such as surviving a surgery, does not happen, the will is invalid; however, courts often interpret references to future events as the testator's intent rather than strict conditions, which can help uphold the will's validity.
Worked example
John writes a will stating that it will only take effect if he survives his upcoming surgery. Unfortunately, he does not survive the surgery. The court finds that John's intent was to ensure his wishes were followed, so they uphold the will despite the condition not being met.
Memory hook
Conditional wills hinge on intent, not just conditions!
The trap
Exams may present scenarios where the testator's intent is ambiguous, leading students to misinterpret the condition as absolute rather than as a motive.
How examiners test it
Questions often involve a testator's specific language about conditions and require candidates to analyze whether those conditions affect the will's validity or merely express intent.
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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