How Do I Challenge A Will?

How Do I Challenge A Will?
How Do I Challenge A Will?

Hello there. If you’re reading this, you might be going through a challenging time, wondering about the steps to possibly contest a will. At DLS Solicitors, we understand that contesting a will can be a daunting process, filled with legal complexities and emotional turbulence. But fret not – we’re here to walk you through the process in a clear, concise manner. So, let’s dive in.

Understanding the Basics: What Does It Mean to Challenge a Will?

First off, challenging a will, or will contestation, is a formal objection raised against the validity of a will, claiming that it does not accurately reflect the intentions of the deceased or was not legally created. There are several grounds on which a will can be contested, but remember, not everyone can challenge a will. Typically, you need to be a direct beneficiary, someone mentioned in previous versions of the will, or someone who would inherit under the rules of intestacy.

Grounds for Challenging a Will

Understanding the grounds upon which a will can be challenged is crucial. These include:

  • Lack of Testamentary Capacity: Arguing the deceased did not fully understand the nature of the will or its effects, or the extent of the property being disposed of.
  • Undue Influence: Claiming someone exerted undue pressure on the deceased to influence the terms of the will.
  • Fraud or Forgery: Suggesting the will was forged, or the deceased was tricked into signing it.
  • Lack of Valid Execution: Highlighting that the will did not meet the legal requirements, such as not being properly signed or witnessed.
  • Lack of Knowledge and Approval: The deceased did not approve or understand the contents of the will.

Steps to Challenge a Will

Challenging a will involves a series of steps, which can vary depending on your specific circumstances and the grounds for your challenge. Here’s a general guide:

Gather Evidence

Collect as much evidence as possible to support your claim. This could include previous versions of the will, medical records, or witness statements.

Seek Legal Advice

It’s crucial to consult with a solicitor experienced in contested wills. They can offer you tailored advice and help you understand your chances of success.

Consider Mediation

Before taking the matter to court, it’s worth exploring mediation. This can be a less confrontational and more cost-effective way to resolve disputes.

File a Caveat

If you’re concerned that the estate might be distributed before your challenge is resolved, you can file a caveat. This temporarily stops the probate process, giving you time to investigate your claim.

Initiate Court Proceedings

If mediation doesn’t resolve the issue, the next step is to start formal court proceedings. Your solicitor can guide you through this process, from filing the necessary documents to representing you in court.

Important Considerations

Before embarking on this journey, it’s important to consider the following:

  • Time Limits: There are strict time limits for contesting a will, which can vary depending on the grounds for your challenge.
  • Costs: Legal proceedings can be expensive. Consider the financial implications and discuss funding options with your solicitor.
  • Emotional Toll: Contesting a will can be emotionally draining and may impact family relationships. It’s important to weigh the emotional cost against the potential benefits.

At DLS Solicitors, we’re committed to providing you with compassionate, professional advice to navigate this challenging process. If you’re considering challenging a will, please don’t hesitate to get in touch. We’re here to help every step of the way.

by DLS Solicitors
12th July 2024
DLS Solicitors

Our team of professionals are based in Alderley Edge, Cheshire. We offer clear, specialist legal advice in all matters relating to Family Law, Wills, Trusts, Probate, Lasting Power of Attorney and Court of Protection.

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