Legal Definitions - character-reformation condition

A character-reformation condition is a specific type of provision included in a will that attaches a requirement to a gift (known as a bequest). This condition mandates that the person receiving the gift must demonstrate a particular change or improvement in their behavior, lifestyle, or moral conduct before they can inherit the specified asset or funds.

Essentially, the inheritance is made contingent upon the beneficiary reforming a perceived negative aspect of their character or adopting a desired positive trait or habit, as stipulated by the person making the will.

• Example 1: Overcoming an Addiction

  A wealthy grandparent's will states that their grandchild will inherit a substantial trust fund *only if* they successfully complete a recognized rehabilitation program for substance abuse and maintain sobriety for a continuous period of three years following the grandparent's death, as certified by a medical professional.

  This illustrates a character-reformation condition because the grandchild's ability to receive the inheritance is directly tied to a significant change in their personal behavior and lifestyle—overcoming an addiction and maintaining sobriety. The condition aims to reform a specific aspect of their character.

• Example 2: Pursuing Education or a Stable Career

  A parent's will stipulates that their adult child will inherit the family home and a significant sum of money *only if* the child enrolls in and graduates from a four-year university program, or demonstrates consistent full-time employment for at least five consecutive years, within seven years of the parent's passing.

  This condition aims to influence the child's character by encouraging them to develop discipline, responsibility, and a stable life path through education or consistent employment. The inheritance is conditional upon the child demonstrating a reformation in their approach to personal responsibility and future planning.

• Example 3: Mending Family Relationships

  An elderly aunt leaves a valuable antique collection to her niece, but includes a clause in her will stating that the niece will only receive the collection *if* she actively attempts to reconcile with her estranged brother and attends at least two family mediation sessions with him within one year of the aunt's death, with both parties agreeing to participate.

  Here, the condition seeks to reform the niece's interpersonal behavior and mend a fractured family relationship. The inheritance is dependent on the niece taking specific steps to improve her character in terms of familial harmony and reconciliation, demonstrating a change in her approach to family dynamics.