As a general rule, a will with substitution is used by the testator in the following situations:
- He or she wishes to ensure an adequate standard of living for his or her surviving spouse until the time of his or her death, and to stipulate that the residue of his or her estate will then pass to his or her children or grandchildren, without the requirement that a neutral administrator act jointly with the surviving spouse;
- The
second marriage and wishes to distribute his or her estate in a specific
estate in a specific manner, taking into account his new spouse and the children
children from the first marriage.