MBE Rules · Wills, Trusts & Estates
Reformation of Wills
Estate of Duke (2015)
The rule
California permits reformation of an unambiguous will on clear and convincing evidence of a mistake in expression and the testator's actual specific intent at execution.
In plain English
In California, if a will is clear and unambiguous, it can still be changed if there is strong evidence showing that a mistake was made in how it was written, and that the testator had a specific intention when they created the will. This means that if the document does not reflect what the testator truly wanted due to an error, it can be reformed to match their actual intent.
Worked example
John wrote a will leaving his estate to his children, but accidentally listed his ex-wife as the beneficiary instead of his current wife. After his death, his current wife presented clear evidence that John intended for her to inherit everything. The court reformed the will to reflect John's actual intent, giving the estate to his current wife.
Memory hook
Mistakes in wills can be fixed if the testator's true intent is clear.
The trap
Exams may present ambiguous wills and ask if they can be reformed, leading students to overlook the requirement of clear and convincing evidence of intent and mistake.
How examiners test it
Questions often involve fact patterns where a will appears clear but contains a mistake, testing the candidate's ability to identify the need for reformation based on 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