Will Reference
Cite the original will by date and location so the codicil unmistakably attaches to that instrument and avoids claims of multiple wills.
A codicil lets you correct or update narrow parts of an existing will—such as a beneficiary, executor, or item of property—without drafting a new will, preserving intent while minimizing administrative work when formalities are observed.
Individuals updating single provisions, attorneys handling small estate changes, and executors keeping estate records often use codicils.
Cite the original will by date and location so the codicil unmistakably attaches to that instrument and avoids claims of multiple wills.
State the exact language to be added, changed, or revoked; avoid vague phrasing that could lead to competing interpretations in probate.
Include the testator’s full legal name, address, and any identifying details used in the original will to prevent mismatches during probate review.
Record the date the codicil is signed; the execution date affects interpretation and can determine which document controls if conflicts arise.
Include witness signature blocks with printed names, addresses, and witness affirmations confirming they observed the testator sign.
When available, attach a self-proving affidavit or notary acknowledgment to reduce the need for live witness testimony during probate.
| Field | Configuration |
|---|---|
| Authentication Method | In-person signing with witnesses; notarization for self-proving affidavits |
| Delivery Method | Physical handover to custodian or secure electronic storage with original attached |
| Document Storage | Keep original with attorney, safe deposit, or designated executor |
| Record Retention | Retain original until probate and for required statutory retention periods |
Electronic workflows can help draft and share codicils, but execution requirements may block purely electronic completion.
Execute codicil promptly and contemporaneously with witnesses to reduce later disputed intent.
Place the codicil with the original will immediately to ensure both travel to probate together.
Inform the executor or estate attorney of the amendment and its location.
Consider updating beneficiary forms and property transfer documents where relevant.
At death, present the codicil with the will to the probate court for validation.
Finalized amendment language and witness plan are prepared.
Testator signs with required witnesses and optional notary presence.
Codicil is attached to the original will and stored securely.
Executor presents will and codicil to probate court when initiating administration.
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