Understanding the Common-Disaster Clause and Its Legal Significance

Definition & Meaning

A common-disaster clause is a provision found in legal documents like insurance policies and wills. This clause addresses situations where both the transferor (the person providing the benefit) and the transferee (the person receiving the benefit) die in the same incident, such as a car accident. Under this clause, the primary beneficiary must survive the insured individual for a specified number of days to be eligible for the policy benefits. If the primary beneficiary does not survive, the benefits will go to a secondary beneficiary.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: If a couple dies in a car accident and the husband had a life insurance policy naming his wife as the primary beneficiary, the common-disaster clause would require her to survive him for a set number of days to claim the benefits. If she does not survive, the benefits would go to the secondary beneficiary, such as their children.

Example 2: (hypothetical example) A person has a will that includes a common-disaster clause. If both they and their partner die in a plane crash, the clause ensures that their assets are distributed according to the will's terms, rather than defaulting to state laws that might favor the partner's family.

State-by-state differences

Examples of state differences (not exhaustive):

State Common Disaster Clause Treatment
California Common disaster clauses are enforceable and often included in estate planning documents.
New York Similar provisions are recognized, but specific wording may be required for enforceability.
Texas Common disaster clauses are valid; however, state laws may dictate certain requirements for clarity.

This is not a complete list. State laws vary and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Survivorship Clause A provision requiring one party to outlive another to inherit or receive benefits. Focuses on individual survivorship rather than a common disaster scenario.
Contingent Beneficiary A secondary beneficiary who receives benefits if the primary beneficiary cannot. Does not specify conditions for simultaneous death, unlike the common-disaster clause.

What to do if this term applies to you

If you are considering including a common-disaster clause in your estate planning or insurance policy, consult with a legal professional to ensure it is properly drafted. You can also explore US Legal Forms for templates that can help you create the necessary documents. If your situation is complex, seeking professional legal assistance is advisable.

Quick facts

  • Applies to wills and insurance policies.
  • Ensures benefits go to intended recipients in case of simultaneous death.
  • Survivorship period can vary (commonly 30 days).
  • State laws may affect the enforceability of the clause.

Key takeaways

Frequently asked questions

If there is no clause, the distribution of benefits may default to state laws, which might not reflect the deceased's wishes.