Wills and Trusts Drafting Errors Can Be Costly
The mantra for any transactions attorney in the business of drafting a will, trust, or other legal document is simple: proceed with care. Errors and omissions can be costly for their clients. The Louisiana Supreme Court issued an opinion this week that highlights the issues involved when a will omits crucial information. The issue in Succession of James Jason Holbrook, Sr . was whether an incomplete date in an attestation clause invalidated the will. Mr. Holbrook's will contained a date in the first paragraph and on every page of the will, including the attestation clause, but not actually in the attestation clause, which is next to the testator's signature. The attestation clause stated that it was signed on the "___ day of 2009." The testator's daughter filed a petition to set aside the will on this basis. If successful, all devises to others, including Mr. Holbrook's surviving spouse, would have been set aside. The district court granted the test