Will Components

Question 1

Integration

Answer 1

Paper (1) T intended to be part of will + (2) present when signed

proof: physical/logical connection btw pages

Question 2

Incorporation by Reference

Answer 2

(1) Separate writing exists, (2) existed when signed, (3) clear ID in will + (4) T intended to incorp.

Question 3

Fact/Act of Ind. Sig.

Answer 3

Parol E re the specificity of a gift/ben if it is significant independent of T’s will

Question 4

Probate Code: Limited Tangible Personal Property

Answer 4

(1) writing ID in will, (2) writing before or after will, (3) gift and ben ID w/ reas. certainty + (4) transfers personal property < 5K each and < 25K total

Question 5

CA Testamentary Additions to Trusts Act

Answer 5

Pour-over provision valid if trust instrument executed w/in 60 days of will (before or after)