What Does Testate Mean in Estate Law?

Definition & Meaning

Testate refers to the status of a person who has died and left behind a valid will. This term is derived from the role of the individual as a testator, the person who creates a will to outline how their assets should be distributed after their death. The opposite of testate is intestate, which describes someone who dies without a will.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: John, a 75-year-old man, creates a will stating that his estate will be divided equally among his three children. After he passes away, his estate is processed through probate, following his wishes as outlined in the will.

Example 2: Sarah, a young professional, drafts a will that specifies her assets should go to her partner and includes instructions for her pet's care. Upon her passing, the will ensures her wishes are honored. (hypothetical example)

State-by-state differences

State Key Differences
California Allows handwritten wills under certain conditions.
New York Requires two witnesses for a valid will.
Texas Has specific rules for holographic (handwritten) wills.

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
Testate Person who dies with a valid will. Has a will that specifies asset distribution.
Intestate Person who dies without a will. Assets are distributed according to state law.
Testator Person who creates a will. Refers specifically to the individual making the will.

What to do if this term applies to you

If you are dealing with the estate of a deceased person who died testate, follow these steps:

  • Locate the will and ensure it is the most current version.
  • File the will with the local probate court to initiate the probate process.
  • Consider using legal templates from US Legal Forms to assist with necessary filings and documentation.
  • If the situation is complex, consult a legal professional for guidance.

Quick facts

Attribute Details
Definition Person who dies with a valid will.
Opposite Term Intestate (dies without a will).
Legal Areas Estate planning, probate law.
Execution Requirements Typically requires witnesses.

Key takeaways