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    Formalities of Execution

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    Introduction

    1. Introduction: Wills: Formalities and Execution

    When a client makes a will, they are trusting their solicitor to get the formalities right. The law here is strict and unforgiving: if a single requirement is missed, the entire will can fail, and the testator's wishes count for nothing. Their estate then passes under an earlier will or the intestacy rules — and the solicitor faces a negligence claim. Knowing these rules precisely is what lets you draft, supervise execution, and advise on validity with confidence.

    This lesson covers:

    1. Nature of a Will and Section 9 Requirements — what a will is and the four cumulative formalities that make it valid.
    2. The Testator's Signature — what counts as a signature, who may sign, and where it can appear.
    3. Attestation by Witnesses — the two-stage witnessing process and the co-presence rule that trips people up.
    4. The Attestation Clause — how a proper clause proves due execution and what happens without one.
    5. Witness-Beneficiary Rule (Section 15) — why a witness who is also a beneficiary loses their gift, and the exceptions.
    6. Privileged Wills — the narrow exemption that lets some people make a will free of the usual formalities.
    7. Alterations and Republication — when changes after execution take effect, and how codicils republish a will.

    Next: 2. Nature of a Will and Section 9 Requirements

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