Getting my husband to make out a Will was like pulling
teeth... it took 5 years to get him to do it. Now we have moved back to
Texas from another state (Colorado). Will the Colorado Wills do, or do we
need to make out new ones, which he refuses to do? E.B.
Although the legal concept behind Wills and probate is similar
throughout the U.S., each state has unique procedures that should be
honored. Ideally, you can convince your husband to replace the Colorado
Wills with new Texas Wills that include these provisions:
1. Independent Administration. Texas law allows a Will’s maker to waive
court supervision of the Executor. This makes the process faster, simpler
and less expensive. The wording in your Texas Wills should be: "My
Executor shall not be required to take any action in any Court in the
administration of my estate other than the probating of this Will and the
filing of any inventory, appraisement and list of claims required."
2. Waiver of Bond. Texas requires an Executor to post a bond to obtain
letters testamentary, but a Will's maker can waive the bond. Bonding can
be expensive, and it slows down the process. Most people choose a
trustworthy person as Executor, so most people waive the bond. This waiver
must be specifically stated in the Will.
3. Self-Proof. When you die, you can no longer tell the Judge that your
Will is authentic. State law allows the Judge to accept a Will with a
"self-proving affidavit" attached. The recites that all the formalities of
creating the Will were followed, and it is signed by the Will maker and
two witnesses, and is notarized.
If your husband refuses to update his Will, his legal Will from
Colorado is also recognized as a legal Will in Texas. It just won't be as
cost effective or a speedy to probate the Will after he dies.
Dear Mr. Premack: Is it okay for me to complete a form for Power of
Attorney for Health Care and a Durable Power of Attorney for my husband
and me? Should these be notarized and, if so, would a bank be likely to do
it? Thanks. M.J.
You need these legal documents to cover some very important issues that
could arise in the future. If you or your husband became disabled, these
documents allow the well spouse to manage all financial and medical
affairs without delay. They are truly essential legal documents, so you
want them to be correct and enforceable.
You referred to a "durable power of attorney for health care," and may
not be aware that Texas law was modified about 18 months ago. Under the
new law, this document is called a "Medical Power of Attorney." If you and
your husband complete the old-style forms, they will not be valid. For
that reason, it is best for you to have them prepared by a knowledgeable
attorney.
As to the formalities, a Durable Power of Attorney (for financial
matters) must be notarized when its maker signs it. Spouses must do their
own documents; you cannot complete one for your husband. Will your bank
notarize it? Call them to ask, they will probably be happy to help.
Medical Power of Attorney does not need to be notarized; instead, it must
be signed in front of two witnesses (one of whom must meet strict
statutory requirements). If you are concerned that attorney prepared
documents will be too expensive, visit our legal
forms store for some good news.