Self-Proving Affidavits

In the past, the probate process could be a long and complicated ordeal. One of the biggest challenges was proving the validity of a will. Without computers or digital records, wills were easier to forge, frequently became lost, and witnesses were more difficult to track down. This made proving a will extremely challenging and, in some cases, impossible. To address this issue, the concept of a self-proving will was introduced.

While many of the issues that necessitated the use of self-proving wills in previous centuries no longer exist, self-proving wills continue to assist in making the probate process simpler and faster. Today, many states have enacted laws that allow using self-proving affidavits to ensure testators’ final wishes are carried out.

It’s always a good idea to use TrustHandled to help you create a self-proving affidavit so you do not make any critical mistakes.

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What Is a Self-Proving Affidavit?

Self-proving affidavits, also called “attestation clauses” or “self-proving clauses” are legal forms that can authenticate the validity of a will, codicil, or other important legal documents. Essentially, a self-proving affidavit is a sworn statement by the individual creating the document or testator, which a public official then notarizes. This process can help ensure the document is legally binding and save time and money in the probate process. 

Self-proving affidavits are most commonly used to prove the validity of wills, but they are not limited to this document type. They can also verify other legal documents such as trusts, codicils, and powers of attorney. Self-proving affidavits are useful tools for anyone who wants to ensure their legal documents are valid. When it comes to wills, in particular, self-proving affidavits can provide a straightforward way to make your last will and testament verifiable and ensure that the probate process goes smoothly.

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Why Should a Will Include a Self-Proving Affidavit?

Since self-proving affidavits are not required when making a will, you may be wondering whether it’s really necessary to take this extra step. While your will can still be valid without a self-proving affidavit, there are several good reasons why a will should include a self-proving affidavit.

  1. Creates validity. Self-proving affidavits provide strong evidence for the validity of a will. Self-proving affidavits establish the identity of the testator and witnesses and confirm that each person was of legal age and capacity at the time of signing. This can be important in cases where the validity of a will is challenged in court.
  2. Saves time and money. Having a self-proving affidavit can help to save time and money during the probate process. This eliminates the need for witness testimony and reduces the risk of will contests.
  3. Facilitates distribution of assets. When a will is self-proving, it can be easier to distribute assets to the intended beneficiaries because there is less room for dispute over the validity of the will. This can speed up the probate process and ensure the will is carried out accurately.
  4. Brings peace of mind. Including a self-proving affidavit in a will can provide peace of mind for the person creating the document and their loved ones. Knowing that the will is legally valid and will be upheld in court can reduce stress and uncertainty during the probate process.

How Do You Write a Self-Proving Will?

It’s important to note that the exact requirements for a self-proving will vary depending on your state’s laws. However, writing a self-proving will generally involve two main steps: drafting the will document itself and creating a separate self-proving affidavit. Fortunately, Trustbox is here to help you with both.

When deciding what to write in your will, you should consider all the information that could help clarify your wishes for your loved ones.

This includes information about how you want your property and finances to be distributed after your death, specific details about your assets and beneficiaries, and any instructions for funeral arrangements, guardianship of minor children, or other matters important to you. Then, you must obtain your self-proving affidavit, a separate document from your will.

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Where Should I Get Started?

If you are unsure where to begin or how to complete the process accurately, TrustHandled provides a handy tool for all your legal documentation needs. Trustbox is a comprehensive platform that can assist with creating legally-binding wills that reflect your wishes. We also provide other important legal forms, such as self-proving affidavits, and can walk you through completing, signing, and notarizing your documents.

Enjoy our 100% online services without hiring an expensive attorney or wasting time on lengthy in-office visits. Our intuitive, easy-to-use software will guide you through each step, asking you relevant questions to ensure your documents are tailored to your needs. Using Trustbox to create your will and self-proving affidavit is a smart choice for anyone looking to protect their assets and ensure their loved ones are cared for after passing. Start by talking to a representative from TrustHandled at your earliest convenience. We can answer your questions and help you craft a self-proving affidavit without any mistakes.

Frequently Asked Questions

Self-proving affidavits are typically separate pages from the actual will document. Although the specific format of a self-proving affidavit may vary slightly depending on your state, these forms tend to be relatively short and simple. Self-proving affidavits will generally include the following elements:

  1. The heading “Self-Proving Affidavit” or a similar title to identify the type of document.
  2. Spaces for the county and/or state where the affidavit is notarized.
  3. A statement that the testator and the witnesses signed the will in the presence of each other.
  4. A statement that the information is true and accurate.
  5. Spaces for each individual’s signature.
  6. A short section for the notary public to fill out, sign, date, and seal.

Yes, a self-proving affidavit must be notarized to be considered valid. A self-proving affidavit provides evidence that a will or other legal document was signed by the individual who created it and that they did so willingly and with full knowledge of its contents. By notarizing the affidavit, a public official such as a notary public confirms the identity of the person making the affidavit and witnesses their signature. This helps to ensure that the document is authentic and can be accepted by a court or other legal authority. Without notarization, a self-proving affidavit may not be legally binding or subject to challenge.

The process of notarizing a self-proving affidavit is typically quick and straightforward. Once you’ve found a notary public to notarize your will or another legal document, you will need to fill out and sign the affidavit in front of your witnesses and the notary. The notary public will review your self-proving affidavit, ensuring it meets all legal requirements. This may include verifying your identity and the identities of your witnesses. The notary may also administer an oath that the information you provided is true and accurate. 

Finally, the notary will add their signature and seal to the affidavit, indicating that they have notarized the document. Notarization fees usually total around $15 to $25, depending on your state. When you have questions about a self-proving affidavit, be sure to talk to the team at TrustHandled.

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