Contesting a will

After someone has died, there might be concern about whether their will is in fact valid and truly represents their wishes. Such issues can arise in a number of ways, and may result in will disputes. A successful claim that challenges a will can have significant consequences for the beneficiaries.

Will dispute specialists

If a court finds that a will is invalid, the deceased’s estate will be administered in accordance with their previous will, or if there are no previous wills, in keeping with the intestacy rules.

Each case is unique to its own facts and any individual with queries about the validity of a will should seek guidance and support. We can advise on whether the circumstances surrounding the preparation of a will do give rise to a claim, and the necessary investigations and procedures required to either pursue or defend such a claim.

Investigations into the background to the preparation and execution of a will may include obtaining medical records and information from the solicitor who prepared the will, and entering a caveat which prevents a grant of probate from being issued.

Where a person lacks capacity to make a decision about his or her property and affairs or personal welfare, someone else will need to be appointed to make those decisions on behalf of that person. Often this is an attourney chosen by that person at a time when they had capacity to do so under an enduring or lasting power of attourney (EPA or LPA). If no such person has been designated, then the court will select a deputy to act.

They are professional, up to date with new laws and developments, friendly and easy to deal with. They are responsive and knowledgeable.

Chambers High Net Worth

Similarly, if a person no longer has the capacity to make a will, the Court of Protection may order that one is executed on their behalf. This is known as a statutory will.

There are occasions where applications to the Court of Protection are contested, usually by family members. These may involve objections to the appointment of a particular attourney or deputy, concern about whether an attourney is acting in the person’s best interests, or disagreements over the terms of a proposed statutory will.

In those circumstances, we can assist with applications to the Court of Protection generally in terms of procedure, evidence required, and the orders the court can make.

How we help our clients

Enduring powers of attourney (EPA)

Lasting powers of attourney (LPA)

Deputyships

Statutory wills

Court of Protection procedure

Useful resources

Recent work highlights

Handwritten codicil

Acting on behalf of a defendant beneficiary of an estate where there was a dispute as to the validity of a handwritten codicil, purportedly executed by the deceased in favour of another beneficiary.

Significant settlement

Challenging the validity of a will on the grounds of a lack of testamentary capacity and successfully negotiating a favourable settlement for our client.

LPA dispute

Acting for a sibling who opposed the registration by her sister of a lasting power of attourney made by their mother, which appointed the sister as attourney on the ground that she was not a suitable candidate.

Statutory will amendment

Defending an application to the Court of Protection seeking to amend a statutory will, under which our client was a principal beneficiary.

Claim on behalf of vulnerable client

Successfully defending a High Court claim on behalf of a vulnerable client, brought by a former carer. The judge was heavily critical of the claimant and ordered the repayment of money and return of improperly removed documents.

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