"We promised each other, and then everything changed": The truth about mutual wills

The article presents the legal complications of mutual wills through the story of Rachel and Joseph, explaining that under inheritance law, a surviving spouse can only change a will if they return the property they received. It recommends tools such as 'successor heir' and consultation with a lawyer.

The article deals with mutual wills in Israel, using the story of Rachel and Joseph (pseudonyms) to illustrate the legal complications that may arise. It explains that according to Section 8A of the Inheritance Law, as long as both spouses are alive, each can revoke the will by written notice. After one spouse dies, the surviving spouse can change their will only if they return what they received under the deceased's will. The article emphasizes that a mutual will is not a standard document, and tools such as 'successor heir', restrictions on property sales, right of residence, and trusts for children with special needs should be considered. It also notes the importance of consulting a lawyer specializing in inheritance law and the possibility of contesting a will in court. The article was published in collaboration with zap legal and does not constitute legal advice.