QUESTION

Can a husband change a joint will after the wife dies?

Asked on Apr 29th, 2014 on Estate Planning - Ohio
More details to this question:
I am guessing it was a joint will but not sure of the legalities. It had both of their names on it and I believe it said after both are dead, then the assets were to be divided equally among the 5 children. I am concerned because some of my brothers, who have chosen not to work, may be trying to curry favor with my elderly father in order to get him to change the will and leave them the house and everything else. This would go against my mother's wishes. My father has had mental problems over the years and still thinks 'people' are getting in the house so I question his mental stability to make a legal decision such as this. Can a change like this be made after my mother's death and against her wishes with my father possibly suffering the effects of mental illness?
Report Abuse

13 ANSWERS

Probate Attorney serving Las Vegas, NV
3 Awards
Joint Wills are rare. Your father and mother may have similar Wills. I suggest that you have the "Will[s]" reviewed by a lawyer where your father is residing. Also address the need for guardianship and capacity issues.
Answered on May 02nd, 2014 at 6:25 PM

Report Abuse
Commercial Contracts Attorney serving Boise, ID at Peters Law, PLLC
Update Your Profile
You need to talk with a local probate attorney. My inclination is that no, it cannot be if it was one sole document.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Probate Attorney serving Roseville, CA
Partner at James Law Group
2 Awards
It is impossible to say without seeing the document. Wills are generally not joint but trusts can be. You need to show the document to an attorney and get some specific advise.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
A joint will is very "old school," from back in the day before women were people. Assuming your father signed it with the proper formalities, and it will dispose of his estate, then it may still function as his will. The standard of capacity needed to sign a will is not high; as long as your father can say who his family is, and approximately what he has to will to someone, that's good enough. If your brothers do get your father to change his will, you will have an uphill battle to recover your share. Also, don't focus exclusively on the will; the usual practice for the succubus kids is to get all the transfers during father's life, so that his estate has nothing. Often, they will already have spent everything by the time he dies. There is no good answer for this. Try not to let these issues ruin your relationship with your father. Try to stay involved in his health care. Without pushing too hard, make sure he's making good choices for his finances, and not giving any money away that he will need for care.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Commercial & Bankruptcy Law Attorney serving Powell, OH at Ronald K. Nims
Update Your Profile
A joint will consists of two wills and a contract between the parties. After the first party dies, there is no one to enforce the contract and the surviving party is free to make a new will. The issue here is whether she had the capacity to make a will. This is generally a difficult challenge, often the beneficiary of the new will was involved in the deceased day-to-day life while the cut off parties sat at a distance un-involved. The question is whether any third parties can testify that the deceased lacked testamentary capacity. The best potential witnesses being the doctors who treated the deceased but also these doctors usually saw a declining elder being assisted by the beneficiary. In my practice, if I have an elderly client who wishes to cut estranged children out of the will, I'll have her be interviewed by a physician and sign the will in her/his presence. And the physician to write a letter to the effect that I examined JA at length today and, in my medical opinion, JA understood that the document she signed was her last will and that she understood the purpose of the last will is to distribute her property after her death and that her last will directed that all her assets would pass to TA to the exclusion of her other children.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Commercial Attorney serving Chicago, IL at Ashcraft & Ashcraft, Ltd.
Update Your Profile
If your father does not understand the extent of his assets and does not have the ability to handle his financial affairs he may not have the capacity to make decisions in his best interests. If his lack of capacity can be established then he cannot make a new Will. It would be easier to prove lack of capacity now, while he is alive, than it would be after his death. Unfortunately, proving lack of capacity now is a difficult step from a family relationship standpoint. A Joint Will is not the same as a Joint and Mutual Will (a reciprocal Will). The terms, circumstances and evidence indicating the intent of the parties is very important. The Will should be reviewed by an attorney to evaluate its status and meaning. In the case of a Joint Will (a single instrument), the joint nature of the Will is not, in and of itself, sufficient evidence of an enforceable contract to devise between the testators so as to make the contract enforceable in equity by specific performance or quasi-specific performance through a declaration of trust. There must be a contract to protect the intent of the parties as stated in the Joint and Mutual Will. One must refer to the terms of the instrument and/or to other evidence bearing on the question of a contract. When, however, the provisions of the Will are reciprocal, and it appears that they are made in consideration of each other, the instrument is regarded as a Joint and Mutual Will (enforceable as a contract). Such a Joint and Mutual Will may be irrevocable after the death of one of the parties when it is proved by clear and satisfactory evidence that the Will was executed in pursuance of a contract between the parties and that each Will is the consideration for the other.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
There is no such thing as a joint Will in California. A Probate Court judge would probably treat it as two separate exactly alike Wills. A person can not force another person to make specific arrangements in their own Will. So your mother can not say in her Will that your father must divide the property equally. But with the proper wording she can get this result; if her Will made how her assets are paid out contingent on his disposing of his assets in a certain way, the she could indirectly control what he does. If your father lacks the mental capacity to prepare a Will or change it, any change would not be binding, but you would need to have a Dr. or some professional to testify as to that and that he would not have any lucid moments. That is difficult to show. It might be best if your father sets up a Trust to pay his needs and then divide the remaining assets equally. But he needs to do that himself. I think you need to speak to a probate attorney in your local community to see what can be done. It is worth spending some money now to avoid or lessen the fight that will occur once he dies.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Edwin K. Niles
A joint will is a rare creature. The answer would depend on the language in the will. Are you sure this isn't a trust? Usually, a trust becomes irrevocable upon the first death, meaning that it cannot be amended.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Acquisitions Attorney serving Lincoln, NE at Jayne L. Sebby
Update Your Profile
First, there is no such thing as a "joint will." Each person has to have his or her own will that describes how his or her property should be distributed after his or her death. Second, your father, if he is competent, can change his will at any time. The only thing he can't change is the terms of your mother's will regarding the distribution of her property. For example, if she left your father a life estate in a piece of real estate she owned outright and after his death, directed that you are to inherit the property, your father can't sell the property or leave it to your brother.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
You need to get a copy of the will and review it with a lawyer. Also, you should look into getting a guardian appointed over your father to make sure that nobody exercises undue influence? Over him to change the will.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Business Planning Attorney serving Livonia, MI at Frederick & Frederick Attorneys at Law
Update Your Profile
Yes. Joint wills are very rare and difficult to enforce. It is VERY unlikely that what your parents had were joint wills. They may have been "mirror-image" Wills, but those can easily be changed by either spouse, at any time. Your father's capacity is certainly an issue, but it can be very difficult to prove lack of capacity. About the best you can do is to make sure that your father meets with an attorney, if he is going to update his documents. The attorney can help filter out possible undue influence and insure that your father's intent is what is at work, and not your brothers'.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Business Law Attorney serving Bingham Farms, MI at James T. Weiner, P.C.
Update Your Profile
Actually it may depend upon the terms of the trust itself.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse
Trusts Attorney serving Sacramento, CA at Law Office of Victor Waid
Update Your Profile
Depends on how the document reads; however, I suggest you obtain the service of a probate lawyer to interpret the document.
Answered on May 02nd, 2014 at 6:24 PM

Report Abuse

Ask a Lawyer

Consumers can use this platform to pose legal questions to real lawyers and receive free insights.

Participating legal professionals get the opportunity to speak directly with people who may need their services, as well as enhance their standing in the Lawyers.com community.

0 out of 150 characters