A will is one of the cheapest legal documents to make and one of the most expensive to get wrong.
The statutory requirements
Section 63 of the Indian Succession Act, 1925 requires that:
- The will is in writing. There is no prescribed form, no stamp paper requirement, and no need for legal language.
- The testator signs or affixes a mark, or someone signs in their presence and by their direction.
- It is attested by two or more witnesses, each of whom has seen the testator sign, and each of whom signs in the presence of the testator.
The testator must be of sound mind and not a minor. That is the whole of it.
Under Section 67, a bequest to a person who attests the will is void, though the will itself survives. Asking the son who inherits the house to sign as a witness is the classic way of accidentally disinheriting him. Use independent witnesses, and ideally one of them should be a doctor.
What makes a will survive a challenge
- Precise description of property. Survey number, door number, extent, boundaries, account numbers, folio numbers. "My house in Jayanagar" invites litigation.
- A residuary clause covering anything not specifically mentioned, including assets acquired later.
- An executor, named with an alternate.
- Evidence of sound mind. A doctor's certificate of the same date, or a doctor as one of the attesting witnesses, defeats the most common ground of challenge.
- An explanation where you are excluding a natural heir or making an unequal distribution. Courts look at unexplained unnatural dispositions with suspicion.
- Video recording of the execution, which is increasingly common and very persuasive.
Registration is optional but useful
A will need not be registered. Registering it with the sub-registrar creates a public record of the date and of your appearance, which makes forgery and undue influence far harder to allege successfully. It does not make the will unchallengeable.
Changing it
Make a fresh will revoking all earlier wills, or execute a codicil with the same formalities. Do not amend by hand on the original; interlineations and crossings-out are a gift to anyone contesting it.
One limit: a Hindu can will away self-acquired property freely, but not the undivided interest of others in coparcenary property. Muslim personal law restricts testamentary disposition to one third of the estate without the consent of the heirs.