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Wills & Estates

Codicils, And Why Rewriting Usually Beats Amending

A codicil adds a formally executed change to an existing will, but the interpretive risks it creates mean a fresh document is often the safer route.

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A codicil is a separate document that alters a will without replacing it. The mechanism is legitimate and old, and it is used less than it once was.

A codicil is a will in miniature

It must be executed with the same formality as the will itself, which usually means signing in front of witnesses who then sign in turn.

Once valid, it is read together with the original. The two documents form a single set of instructions, with the later one prevailing where they conflict.

That is the source of both its usefulness and its risk. Everything depends on both papers surviving and being found together.

Small changes are what it suits

Replacing an executor who has died, adjusting a single legacy or correcting a misspelled name are the classic uses. The bulk of the will is unaffected.

Historically this mattered because re-engrossing a long will meant copying it by hand. That cost has largely disappeared, and with it much of the case for codicils.

Where a change is genuinely minor and the original is clear, a codicil remains a reasonable and inexpensive option.

The interpretive risks accumulate

Several codicils layered over one will create a document nobody can read straight through. Each one revokes part of what came before, and the effect has to be reconstructed.

Ambiguity between a clause and its amendment is resolved by a court if the parties cannot agree, which converts a small saving into a large expense.

A codicil that is lost while the will survives can also change the outcome entirely, leaving the estate to be distributed on terms the author had deliberately altered.

Republication has consequences of its own

Executing a codicil generally republishes the will as at the codicil's date. The whole document is then treated as if made on the later date.

That can be helpful, confirming a will after an event that would otherwise have cast doubt on it. It can also revive problems, since intervening changes are read against the newer date.

When a fresh will is the better answer

Any change to beneficiaries, to the residue, or to the structure of the estate is better handled by a new will that revokes all earlier documents expressly.

The rules on execution, revocation and republication vary by jurisdiction and change over time. This is general description, and a solicitor or notary should draft or review either document.

Daniel Krajewski
Estates Writer, Before Last Wish

Daniel writes about wills, probate and estate administration. He is not your lawyer, a point he makes roughly once per article, and means.

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