LawyerLandLegal Glossary

Spousal Elective Share

The statutory right of a surviving spouse to claim a portion of the estate regardless of what the will says.

Informational only - this is not legal advice. These definitions explain general legal vocabulary in plain English. They are not advice about your situation, reading them creates no attorney-client relationship, and the law differs from state to state and changes over time. For advice you can rely on, speak to a lawyer licensed in your state.

What it means

In almost every state that is not a community property state, a surviving spouse who is left little or nothing may elect against the will and take a share fixed by statute instead. The right exists because the law treats marriage as a partnership that a will cannot unilaterally end at death, and it is the main reason a spouse generally cannot be disinherited by a will alone. The community property states approach the same problem differently, by treating each spouse as already owning half of what was acquired during the marriage.

Three variables decide what the right is worth, and all three are statutory. The fraction differs by state, and in several states it varies with the length of the marriage - a sliding scale intended to distinguish a long partnership from a short one. The base it applies to matters just as much: older statutes applied the fraction to the probate estate alone, which made the right easy to defeat by moving assets into trusts, joint accounts and beneficiary designations, so many states now compute it against an augmented estate that pulls those non-probate transfers back in. And the election must be made within a period set by statute, generally running from death or from the admission of the will to probate; missing it forfeits the right entirely. None of these fractions or periods is stated here, because each is set by the statute of the state where the deceased person lived.

The right can be given up in advance, and frequently is. A valid prenuptial or postnuptial agreement can waive elective share rights, usually only if it meets the state's requirements for such a waiver - commonly written form, voluntariness, and fair disclosure of assets at signing. Related protections often travel alongside it and are separate rights rather than parts of it: a homestead allowance or right to remain in the family home, an exempt property allowance, and a family allowance for support during administration. Some states also protect a spouse or child omitted because the will predates the marriage or birth, which is a distinct doctrine from the elective share.

One point is worth stating plainly because it is the most common misunderstanding: the elective share is a right to claim, not an automatic entitlement. It must be exercised, in the manner and within the time the statute requires, and a surviving spouse who does nothing takes what the will gave them.

Where this comes from

The elective share is entirely a matter of state law and there is no federal analogue. The fraction, whether it varies with the duration of the marriage, whether it is computed against the probate estate or an augmented estate that reaches non-probate transfers, who may exercise it on behalf of an incapacitated spouse, and the period for making the election are each fixed by state statute; the Uniform Probate Code contains an augmented-estate model adopted in various forms by a number of states, and the remaining states retain older or distinctive schemes. The community property states - Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin - generally do not use an elective share, relying on community property rules instead, and Georgia's approach is different again. Requirements for a valid waiver by prenuptial or postnuptial agreement are set by state statute, with many states following the Uniform Premarital Agreement Act. Spousal rights in employer retirement plans arise separately under federal law, 29 U.S.C. § 1055, and are not affected by a state elective share.

When people hire a lawyer for this

A surviving spouse who has been left out, or left substantially less than expected, should get advice immediately rather than after the estate is administered, because the election period is short, is set by statute, and is not extended by grief or by negotiations with the family. Bring the will, a list of everything the couple owned and how each item was titled, any prenuptial or postnuptial agreement, and details of trusts, joint accounts, life insurance and retirement accounts - those non-probate assets are frequently the whole question, since in an augmented-estate state they may count and in others they may not. Ask three questions: what the share is in this state, what it is computed against, and by what date the election must be filed. Advice is also worth taking before signing any prenuptial or postnuptial agreement waiving these rights, and by an executor facing an election, since it changes how much may safely be distributed and when.

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Part of the LawyerLand plain-English legal glossary. Definitions are written from primary sources - statutes and court rules - and each entry states the authority it rests on, or says plainly when the doctrine is state law with no national rule.
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