Grounds to contest a will

We offer a free 30 minute consultation with a specialist solicitor on any contested will case.

Lack of mental capacity

The most popular basis for contesting a will is on the grounds of mental capacity. Anyone making a will must have the appropriate level of mental capacity. Lawyers refer to this as ‘testamentary capacity’. If that level of capacity was not held when the will was made then a challenge is likely to succeed.

Assessing whether someone has testamentary capacity however is not straightforward. For instance, many people assume that if the will maker had dementia then they would lack capacity, but in reality it is far more complex than that. We have to consider each individual case on its own facts, and it is often necessary to call upon medical experts to determine whether someone was likely to have had capacity.

Lack of knowledge and approval

Closely linked to mental capacity, but a separate and distinct ground for contesting a will nevertheless, is to challenge the validity of a will on the basis that the maker of the will lacked knowledge and approval. Again this is a complicated legal principle and calls for specialist legal guidance.

Undue influence

Undue influence is another of the grounds for contesting a will, but it is notoriously difficult to do so successfully. The law acknowledges that an element of influence is involved in the making of virtually every will. The circumstances therefore have to be extreme for an allegation to be upheld, and successful challenges generally involve an element of coercion.

Incorrect procedure

If the correct legal procedures for creating and executing a will (as specified in section 9 of the Wills Act 1837) are not followed, then the will may be legally invalid, which means you may be able to contest a will on the grounds of invalid procedure.

Fraud

If the signature on the will is forged, or if the document was tampered with after it was signed, it can be declared invalid.

Fraudulent calumny

Fraudulent calumny is a particular type of fraudulent behaviour. It arises where a beneficiary tells a testator lies (either knowing them to be false or not caring whether they were true or false), which resulting in the testator’s mind being poisoned and causing them to change their will.

Inheritance Act claims

In addition, to contesting a will on the basis that it is legally invalid, the provisions of a will can be contested under the Inheritance (Provision for Family and Dependants) Act 1975 if it fails to make adequate financial provision for someone who is protected under that legislation, such as a spouse, partner, child or dependant. A successful Inheritance Act claim does not mean that the will is invalid, it simply allows the court to modify the terms of the will to make financial provision for the person who is making the claim.

How our specialist solicitors can help you contest a will

If you would like to challenge a will then contact us for a free 30 minute consultation on the grounds for contesting a will and the options open to you. Call our free legal helpline or email brief details of your case to us.

Call 0333 888 0409 or email us at info@contesting-wills.co.uk 

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Case Studies - A track record of success to be proud of

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We are proud of our track record of success in the complex area of contesting wills. We have achieved successful outcomes in a vast range of scenarios. If you take a look at our case studies you will see the breadth of our experience and our numerous successes. You may find a case that directly mirrors your own, but if not, the chances are that someone in our team will have dealt with a similar case.

Frequently Asked Questions

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Some of the questions our specialist contesting wills solicitors are most frequently asked. Please feel free to contact us to ask any questions related to your case, we also offer a free 30 minute consultation.

A mirror will reflects the contents of another will made at the same time. They are commonly made by spouses (and sometimes unmarried couples) who wish to leave their estate to the other, with the combined estates then being left to named beneficiaries (generally children) on the second death. The terms of each will ‘mirrors’ the other, but the survivor is free to make a new will if they choose to do so.

Mirror wills should not however be confused with mutual wills. While they are similar in that each will reflects the contents of the other, a mutual will goes one important step further. It creates a legally binding agreement that the terms of the wills must not be changed when one of the will makers dies. Mutual wills are effectively an enforceable contract, with the surviving will maker being legally bound not to alter or revoke their will.

Mutual wills are far less common than mirror wills. While they provide certainty after death, they do not allow flexibility or testamentary freedom once the first person has died. They are also open to challenge upon grounds such as undue influence.

The most common grounds relied upon to contest a will are as follows:

Failure to comply with the Wills Act

A will must comply with all the formalities of the Wills Act. This means it must be in writing, and it must be signed by the deceased in the presence of two witnesses who signed the Will in the deceased’s presence.

Lack of Testamentary Capacity

The maker of a Will must have sufficient mental capacity (known as testamentary capacity). The law requires that they understood:

  1. That they were making a will and that it had the effect of carrying out their wishes upon their death;
  2. The extent of their property and what it consisted of; and
  3. The claims on the estate which they ought to give effect to.

Undue Influence

If the deceased had pressure placed upon them to make a will or change the terms of an existing will, then it may be legally invalid. The signs of undue influence include:

  1. Last minute changes to a Will
  2. Family members being disinherited and people who were only close to the deceased for a short time being named as beneficiaries
  3. A handmade Will that was drafted without the use of a solicitor
  4. A deceased who was vulnerable
  5. A deceased who stopped contact with loved ones prior to their death

Lack of Knowledge and Approval

The maker of the will must have had 'knowledge and approval' of the will's contents for it to be legally valid.

Forgery or Fraud

This occurs where a will has been falsified in its entirety, or parts of it have been altered or forged in some way. It includes cases where the deceased’s signature on the will is not genuine.

Fraudulent calumny

This involves beneficiaries who poison the mind of the person who made the will in order to persuade them to disinherit other potential beneficiaries.

Alternatives to challenging the validity of a Will

Aside from disputing the legal validity of a Will, you could also consider making an Inheritance Act claim or pursuing an action for proprietary estoppel if a promise has been broken.

It is difficult to assess what it will cost to contest a will at the outset of a case. There are so many different factors that impact legal fees, including the complexity of a case and the steps that will be required to obtain the evidence to support it. The conduct of your opponent can also have a great bearing.

Because legal costs are usually calculated on an hourly basis, the longer a case goes on, the more work that is required, and the greater the costs will be.

Another key factor is the seniority of the solicitor who deals with your case. The more senior the lawyer, the higher their hourly rate will be.

We have a large team of specialists who deal exclusively with this area of work. This means that we can offer specialist representation at all levels. Our team of qualified lawyers includes

We will be happy to discuss which member of our team will be best suited to your case and provide details of their hourly rate.

Because we specialise in contested wills, we trust our own judgment and are therefore willing to work No Win, No Fee basis. Not all cases are immediately suitable for No Win, No Fee funding, of course. We can only offer this funding scheme where the prospects of success are good. Sometimes this will be clear from the outset and an immediate decision can be made. Other cases might not be quite so clear at the outset, and investigations will need to be carried out. This could include:

  • Obtaining the deceased’s medical records;
  • Speaking to the witnesses of the will;
  • Obtaining will preparation file; and
  • Requesting a statement’ from the solicitors who drafted the will.

Once these investigations have been carried out we will be in a better position to make an informed decision on whether No Win, No Fee funding can be offered. We may be able to carry out that investigatory work for a fixed fee.

We are also able to deal with cases on a deferred fees basis, where you are guaranteed to receive monies from an estate that will be sufficient to meet the legal costs.

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If you would like to discover more about taking part in this first-of-its-kind series, click here or send us an email.