Memorandum – aka Memorandum of Gifts

In Wills and Estates, a document attached to a will listing personal property to be gifted (bequeathed) to certain individuals. To be valid the memorandum must:

  • have existed prior to the making of the will;
  • must be signed and dated prior to the date on the will; and
  • the will must contain clear and specific reference to the memorandum document.

A memorandum to a Will cannot be altered except by a codicil or a new Will.

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