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Legal Definitions - incorporate by reference

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Definition of incorporate by reference

To incorporate by reference means to legally include content from one document into another simply by referring to it, rather than physically copying and pasting the entire text. When a document incorporates another by reference, the referenced material becomes a formal and legally binding part of the primary document, as if it were fully written out within it. This practice is used to avoid repetition, streamline documents, and ensure that all relevant information is considered part of a single legal instrument.

Here are a few examples of how this concept applies in different situations:

  • In a Business Contract: Imagine a company signing a master service agreement with a vendor. Instead of reprinting all the detailed terms and conditions from the vendor's standard privacy policy or data security addendum, the master agreement might include a clause stating: "The Vendor's Standard Data Security Addendum, version 3.0, available at [specific URL or attached as Exhibit A], is hereby incorporated by reference and made an integral part of this Master Service Agreement."

    This means that the data security addendum, even though it's a separate document, carries the same legal weight and enforceability as if its entire text were written directly into the master service agreement itself. Both parties are legally bound by its terms.

  • In a Will or Trust Document: A person creating a will might have a separate, detailed list of specific personal property (like jewelry, artwork, or collectibles) and who should receive each item. Rather than listing every single item in the main will, the will could state: "I hereby incorporate by reference the 'Memorandum Regarding Distribution of Tangible Personal Property,' dated [specific date], which I have signed and which is kept with this will."

    By doing this, the separate memorandum becomes a legally valid part of the will, dictating the distribution of those specific items, without making the will itself excessively long and cumbersome to update if the list of items changes.

  • In Government Regulations or Permits: A local government might issue a building permit for a new construction project. The permit document itself might be concise, but it could state: "This permit is subject to all provisions of the City's Zoning Ordinance, Chapter 15, and the International Building Code (2021 Edition), both of which are incorporated by reference herein."

    This clause means that the builder must comply with all the detailed rules and requirements outlined in the Zoning Ordinance and the International Building Code, even though those extensive documents are not physically attached to or reprinted within the permit. They are legally considered part of the permit's conditions.

Simple Definition

To incorporate by reference means to make a separate document, or a specific part of it, legally part of a primary document by explicitly stating that it is included. This action causes the primary document to treat the incorporated material as if it were fully written within its own text. It is a widely used practice in legal contexts such as contracts, court pleadings, and securities filings.

The difference between ordinary and extraordinary is practice.

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