Record gifts and appointments against a later-marriage rule
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 732.507(1) provides that a later marriage does not revoke the will, and s 732.301 states a pretermitted-spouse share. From the will and the marriage date, list any gift or appointment in favour of the person the testator marries, and any words that provision was made, waived, or intentionally withheld. Do not decide that the will is revoked.
- What the lawyer must review
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 732.507(1) provides that a subsequent marriage does not revoke the prior will, and points the pretermitted spouse to s 732.301. That section's three exceptions are a prenuptial or postnuptial agreement, provision for the spouse in the will, and an intention disclosed in the will not to provide for the spouse. The share, if the section applies, is equal in value to the intestate share and is obtained under section 733.805, which was not opened. The tool lists the gifts and the words. It does not decide that the will is revoked. This is not an Australian revocation-by-marriage rule. It applies, under section 732.507(3), to decedents who die on or after 29 June 2021.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.