What does the "Acts of independent significance" doctrine allow a testator to do?

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The "Acts of independent significance" doctrine allows a testator to change gifts in the will based on personal actions or events that are not directly tied to the testamentary document itself. This principle helps ensure that a testator's intent can be fulfilled even when changes occur in their life that might affect their estate planning.

For instance, if a testator creates a will that states a specific gift to a person, but then later, they take independent actions such as giving that asset away or occasionally changing that relationship—such as marrying or adopting someone—the value of that action can be considered. As a result, the gift in the will may be altered based on that independent action, reflecting the true intention of the testator regarding who should receive certain assets.

This doctrine supports flexibility in estate planning by acknowledging that life changes can impact a testator's intent, and rather than requiring a formal amendment to the will for every change in circumstance, it allows for broader interpretations based on independent actions.

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