A codicil is a legal document used to make changes to an existing will without revoking the entire instrument. In Florida, codicils have been used for decades to add, modify, or delete specific provisions of a will. While codicils remain a valid tool under Florida law, understanding when to use one — and when a new will is the better option — is essential for sound estate planning.
A codicil is a supplement or amendment to a previously executed will. It does not replace the will; instead, it is read together with the original document. A codicil can change beneficiary designations, update the personal representative, add or remove specific bequests, or address any other provision in the existing will. The original will remains in effect for all provisions not altered by the codicil.
Under Florida law, a codicil must be executed with the same formalities as a will. Florida Statutes Section 732.502 requires that the codicil be:
A codicil that does not satisfy these requirements is invalid and will not be given legal effect by a Florida court. Just as with a will, having the codicil notarized with a self-proving affidavit is strongly recommended to simplify the probate process.
Codicils are best suited for minor, straightforward changes — such as updating the name of a personal representative or changing a single bequest. However, in most modern estate planning situations, executing a new will is preferable for several reasons:
A codicil may still be useful when the original will was executed under circumstances that would be difficult to replicate — for example, if the testator's capacity could be challenged and the original execution was well-documented.
When a valid codicil is executed, it "republishes" the original will as of the date of the codicil. This means the will is treated as though it were re-executed on the date the codicil was signed. Republication can have important legal consequences — for instance, it may validate a will that had a technical defect at the time of its original execution, or it may bring the will's provisions into compliance with changes in the law that occurred after the will was first signed.
However, republication also means that the testator's capacity is measured as of the date of the codicil. If the testator lacked testamentary capacity at the time the codicil was signed, the codicil is invalid, but the original will may still stand on its own if it was properly executed when the testator had capacity.
A codicil can be revoked in the same ways a will can be revoked under Florida law. The testator may revoke a codicil by executing a subsequent codicil or a new will that expressly revokes the earlier codicil. A codicil may also be revoked by a physical act, such as destroying, tearing, or obliterating the document with the intent to revoke it.
It is important to note that revoking a codicil does not revoke the underlying will — the original will remains in effect as if the codicil had never been made. Conversely, revoking a will generally revokes all codicils to that will. If a testator wishes to revoke the will but keep certain changes made by a codicil, a new will incorporating those changes should be prepared.
A codicil can be contested on the same grounds as a will contest. The most common grounds for challenging a codicil include:
Successfully contesting a codicil invalidates only the codicil itself. The underlying will generally remains valid and is administered as though the codicil never existed.
While codicils are legally valid, they carry several practical risks that testators and their families should consider:
Whether you need to amend an existing will with a codicil or determine whether a new will better serves your needs, the attorneys at the Law Offices of Albert Goodwin, PA can help. We represent clients in codicil drafting, will preparation, and codicil contests throughout Miami-Dade County and South Florida.
Call us at 786-522-1411 or email [email protected] to schedule a consultation. Our office is located at 121 Alhambra Plz #1000, Coral Gables, FL 33134.