“Obligate” v. “Oblige”

In this comment to a previous post, reader Mark Anderson expressed a preference for saying that parties are obliged to do something, rather than obligated. He suggested that use of the verb obligate is the result of the noun obligation being pressed into service as a verb.

Here’s the opening paragraph of what A Dictionary of Modern Legal Usage has to say on the subject:

oblige; obligate. The differences between these terms lie more in their uses than in their senses. Both words may mean “to bind by law or by moral duty.” In legal contexts, the sense of both words is usually “to bind by law”—obligate occurring more frequently—whereas in lay contexts the sense of moral duty predominates.

Mark is in effect suggesting that obligate is a “back-formation” from obligation. Garner’s Modern American Usage says that back-formations are words formed by removing suffixes—in this case, –tion—from longer words that are mistakenly assumed to be derivates.

Some back-formations, for example donate, are well-established, and I’d hesitate to suggest that obligate is new-fangled. According to H.L. Mencken’s The American Language, it’s been with us for at least a couple of centuries. And The New Fowler’s Modern English Usage says that obligate “was once (17-19C.) standard in [British English] but has retreated into dialectal use, while remaining common (beside obliged) in [American English].”

But one should be careful to distinguish legal and lay uses of the word. The New Fowler’s Modern English Usage notes that “use [of obligate] in law is outside the scope of this book.”

I’m OK with obligate in contracts, and to my ear oblige sounds odd—I associate it with the “moral duty” meaning. For what it’s worth, U.S. drafters feel likewise: obligated occurs in 1089 contracts filed on the SEC’s EDGAR system in the past month, as opposed to 189 contracts using obliged. I’d be interested in a similarly sort-of-empirical assessment from other jurisdictions.

But it’s meaningless to discuss the merits of obligate without considering how it’s used in contracts. I use it very little, as it has no role to play in my categories of contract language. I don’t use it to express obligations—that role is played by shall or must, depending on the context. I use obligate only to refer to obligations created elsewhere in the contract, or in some other contract. For example, in a set of recitals I might say “Under the Widgetco License Agreement, Acme is obligated to … .”

About the author

Ken Adams is the leading authority on how to say clearly whatever you want to say in a contract. He’s author of A Manual of Style for Contract Drafting, and he offers online and in-person training around the world. He’s also chief content officer of LegalSifter, Inc., a company that combines artificial intelligence and expertise to assist with review of contracts.

7 thoughts on ““Obligate” v. “Oblige””

  1. Whether “obligate” was originally a back-formation or not is probably less important than how people use the word now, and whether it grates on the ear (though recent backformations are of course more likely to grate).

    Ultimately, I would never use “obligate” because, to my ear, it sounds like a solecism, whether it is or is not. On this side of the Atlantic, “obliged” is used in both senses – though in the moral sense one usually says one “feels obliged” rather than “is obliged”, and the distinction is made in that way.

  2. Hi all. While we need to keep an ear to usage, there is a basic grammatical core to common English that we can refer to, and to me at least should hold for some time yet. The meaning of “obligate” does not necessarily add or remove anything from “oblige”, and can be considered a redundancy. Any nuances as to the moral or legal or bureacratic nature of the obligation are invented to cover the gap that needed be there in the first place. Similarly, we see “orient” and “orientate” where orientate has been back formed from orientation, but again, there is nothing that is added or taken away by the redundant “ate”. If we admit these longer unnecessary back forms, how long will it be before we are tormenting ourselves over how many angels can fit between “organize” and “organizate”? Oops sorry, “organizate” has not yet hit the streets … yet … but if it sounds pointless and unnnecesary, that is because it is! Thoughts, rocks all welcomed, regards, Alan

  3. When we inform someone, we provide them with information, but we would not say that we therefore have “informated” them. Likewise, “obligate” seems equally awkward to me, despite the fact that dictionary definitions seem to make it equivalent to “oblige”. Discussions elsewhere suggest that “obligate” is the word to use for a stronger obligation, while “oblige” allows the obliged party to have more wiggle room. Discussions elsewhere also support the broader use of “obligate” in American English, while it is not used widely, nor is it viewed as acceptable usage, in British English.
    As for contracts, I’m not a lawyer, but in the last of the answer above, I’d say that “Under the Widgetco License Agreement, Acme is obligated to…” could just as easily be “is required” or “shall” or “must”, just as in the other examples given, and perhaps with benefit from the use of those words instead of either “obliged” or “obligated”.

  4. In terms of other jurisdictions the phrase ‘ you are not obliged to say anything… ‘ is the preferred wording in Scots law for Police advising suspects of their right to remain silent (the Common Law caution). So obliged is used in that context hundreds of times every day in Scotland.

  5. I LOATHE “obligate” and “obligated” .. They’re just as hideous and jarring as “addicting” and “burglarize”


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