Preparing a Will for a Client with Communication Challenges
Gerry W. Beyer
Texas Tech University School of Law
Trusts & Estates (Illinois State Bar Association), April 2012
Your client may have difficulty with communication, that is, the client may be unable to see, hear, write, or understand English. To effectively prepare a will for these clients, the estate planner must initially ascertain whether the client has a communication challenge and then take affirmative steps to make certain the challenge does not negatively impact the validity of the will. Extra attention must be given to make certain the requirements of a valid will are satisfied and that individuals displeased with the will do not use the communication challenge as a foundation for claims of undue influence or fraud. Even without other evidence, courts may subject the will of a communicationally challenged client to higher scrutiny.
This article reviews a variety of communication challenges (visually impaired, hearing or speaking impaired, physically unable to sign, illiterate, non-English speaking) and recommends techniques to reduce the likelihood of these challenges playing a part in setting aside the testator's will.
Number of Pages in PDF File: 5
Keywords: wills, communication, blind, deaf, illiterate, estate planning, Illinois
JEL Classification: K11
Date posted: April 30, 2012