Single document containing wills of two or more persons.
Separate wills with parallel dispositive plans. “Sweetheart wills” ▪ “I leave all to wife. If wife is dead, I leave all to children.” ▪ “I leave all to husband. If husband is dead, I leave all to children.”
Will executed (or not revoked) pursuant to a valid contract. EC §
Establishing if will written before 9/1/79: Extrinsic evidence allowed. Caused considerable litigation.
Establishing if will written on or after 9/1/79: 1. Express provision in will stating: ▪ A contract exists, and ▪ The material terms of that contract.
Establishing if will written on or after 9/1/79: 2. Provisions of a written agreement that is binding or enforceable. ▪ e.g., a marital agreement
Remedy for breach Constructive trust imposed on person who received property in favor of person who should have received property.
To what property does contract attach Murphy v. Slaton – p. 321 If contract silent, only to property owned at time first person dies.
Revocability of Contract While both alive – generally revocable upon notice unless contract provides otherwise. After one dies – generally irrevocable. Note – will remains revocable even though revocation breaches contract.
Advice Avoid. Other techniques (e.g., trust) work better.