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Probate in the Wizarding World

Sometimes the inspiration for a blog post or newsletter topic comes from unexpected places. Lately, my kids have been really into the Harry Potter series. As we watched it again together one scene caught my attention: the scene where Harry Potter and his friends learn what Hogwarts headmaster Albus Dumbledore had left them in his Will.

In the fantastical realm of the Harry Potter series, even the mystical world of wizards and witches cannot escape the mundane matters of inheritance and probate. Dumbledore needed a legal document, not a magic spell, to ensure that his assets went where he wanted them to at his death. 

Dumbledore was not married and had no descendants. I don’t know what magical inheritance law is like, but in our world, in the absence of a Will, Dumbledore’s estate would have passed to his heirs at law, which would mean his estate would all go to his brother Aberforth.

Like many of his similarly situated Muggle counterparts without close family, Dumbledore left the bulk of his estate to a charitable organization, the Hogwarts School of Witchcraft and Wizardry. He also chose to make specific bequests to Harry Potter and his friends Ron Weasley and Hermione Granger. These bequests are a testament to the meticulous care he took in ensuring that his possessions would pass into the right hands. It showcases the importance of family heirlooms, magical items, and the emotional attachments that transcend generations, much like in the Muggle world. 

As I tell my estate planning clients, you can only give away in your Will what you own, and it seems this is true in the Harry Potter universe too. While Dumbledore’s Will purports to leave the sword of Gryffindor to Harry, the Minister of Magic points out that Dumbledore didn’t own the sword and thus, it wasn’t his to give. 

In the book, Harry and his friends learn of the Will when Minister of Magic Rufus Scrimgeour visits them 31 days after Dumbledore’s death. In their world, this is a surprisingly long delay, as Harry angrily asks, “Dumbledore died over a month ago. Why has it taken this long to give us what he left us?”

Alas, in the Muggle world, the probate process and probate and trust administration do not move nearly that quickly, and Wills are administered by an executor chosen by the will-maker, not by the head of government. Also, while the book describes how the Ministry of Magic confiscated the assets listed in the Will to check them for dark magic, in Muggle World, the Court may supervise the administration process but doesn’t seize the items. 

Dumbledore's will serves as a reminder of the significance of thoughtful estate planning and the importance of clear and legally binding documentation, even in a world filled with enchantments and spells. While our law firm may not possess the magic of the wizarding world, we do offer the expertise and guidance needed to help you plan your estate and navigate the probate process in the Muggle realm. Just as Dumbledore's will played a pivotal role in the series, we believe that sound legal planning is paramount in preserving the legacies and wishes of our clients, ensuring their assets are passed down to the right hands, whether in the magical or Muggle world.

Eric Shulman