Understanding the Role of a Witness in Will Drafting And Estate Planning: A Conversation with Advocate Sanjeev

Will Drafting And Witness

Anil had just finished writing his WILL, ensuring that his assets would be distributed according to his wishes after his death. The final step to complete this crucial document was finding trustworthy witnesses who could attest to the authenticity of the WILL. Without hesitation, he thought of Satvik, his childhood friend renowned for his integrity and loyalty. Anil excitedly picked up the phone and called Satvik. He then shared the news about the will, and eagerly asked Satvik if he would be one of the witnesses.

Satvik agreed to be a witness, but he did not take this responsibility lightly. Fully aware of the gravity of the situation, he decided to seek legal counsel to understand the implications and duties involved. Determined to fulfill his friend’s request with a clear understanding of his role, Satvik scheduled a meeting with Advocate Sanjeev, a seasoned lawyer specializing in wills and estates.

As Satvik walked into Advocate Sanjeev’s office, he felt a mix of apprehension and curiosity. The office exuded an air of professionalism, with shelves lined with legal books and certificates adorning the walls. Advocate Sanjeev greeted him in a friendly manner, his demeanor warm and welcoming. He offered Satvik a seat, making sure Satvik felt comfortable.

Advocate Sanjeev:  (With a warm smile) How can I assist you today?

Satvik, feeling slightly more at ease, explained his situation: his friend Anil had asked him to be a witness for his will, and he wanted to fully understand the responsibilities and implications of such a role. Advocate Sanjeev listened attentively, nodding thoughtfully.

Sanjeev’s welcoming and professional approach reassured him that he was in the right place for guidance. Satvik now felt more confident and energized, ready to make an informed decision and uphold his responsibilities with assurance.

Satvik: Thank you for your time and for meeting with me on such short notice. I need your help understanding what it means to sign as a witness for my friend’s will. What responsibilities and legal obligations come with this role?

Advocate Sanjeev: Of course, I’d be happy to help. Witnessing a WILL is a crucial role with specific responsibilities under the law. To give you a clear understanding, let’s start with an overview of what a WILL is and the legal framework surrounding it. A WILL is a legal document where a person, known as the testator, outlines how their property and assets should be distributed after their death. In India, the validity of a WILL is governed by the Indian Succession Act, 1925, and the Indian Evidence Act, 1872.

Satvik: That makes sense. So, what are the specific duties of a witness to a WILL?

Advocate Sanjeev: As a witness, your primary duty is to observe the testator signing the WILL and then attest to it. Here’s a step-by-step breakdown:

  • Observing the Signature: You need to be present when the testator signs the WILL or when they affix their mark if they are unable to sign.
  • Attestation: The WILL must be attested by at least two witnesses. Your role is to confirm that you saw the testator sign or mark the document.
  • Signing as a Witness: You and the other witness must sign the WILL in the presence of the testator. It’s not necessary for both witnesses to be present at the same time.

Satvik: Okay, I understand that part. Is there anything else I should be aware of?

Advocate Sanjeev: Yes, there are a few more important aspects:

  • Legal Testimony: If the WILL’s validity is questioned or needs to be proven in court, one of the witnesses might need to testify about its execution. This means you could be called to confirm that you witnessed the testator signing the WILL.
  • Absence of Witnesses: If neither witness is available or alive when the WILL is presented for probate, the court can accept proof of the attestation being in one of the witnesses’ handwriting as evidence.

Satvik: What are the implications if I’m asked to testify in court?

Advocate Sanjeev: If you are called to testify, you’ll need to confirm the circumstances under which you witnessed the signing of the WILL. Your testimony is crucial for proving that the WILL was executed properly. It’s important to note that as a witness, you should not have any interest in the WILL’s contents to avoid any conflict of interest.

Satvik: Thank you for the detailed explanation. This helps me understand the importance and the responsibilities of being a witness.

Advocate Sanjeev: You’re welcome! It’s an important responsibility, and it’s good to be fully aware of what it entails. If you have any further questions or need more clarification, feel free to ask.

After their thorough discussion, Satvik felt significantly more confident and assured about his role as a witness to Anil’s will. The clarity provided by Advocate Sanjeev helped Satvik understand the gravity of his responsibilities and the legal framework surrounding wills. As he left Advocate Sanjeev’s office, Satvik felt a sense of readiness and assurance in fulfilling his duty to his friend. The warmth and professionalism shown by Sanjeev had not only educated Satvik but also reassured him that he was well-prepared for the task ahead.