If you would like a free consultation on how to contest a will then call 0333 888 0409 or email info@contesting-wills.co.uk
Grounds for contesting the legal validity of a will
To contest the legal validity of a will in England and Wales you need to establish that you have legal grounds to do so. The most common grounds for challenging a will are:
-
Lack of testamentary capacity – where the testator lacked requisite mental capacity to make a will.
-
Lack of due execution – the will wasn’t signed and witnessed properly (it must comply with the Wills Act).
-
Lack of knowledge and approval – the testator didn’t know or approve the contents of the will.
-
Undue influence – someone coerced the testator.
-
Fraud or forgery – the will is not genuine or has been falsified.
You can read more about each of these grounds on this website.
Making an Inheritance Act claim
If you cannot prove that the will is legally invalid, you may be entitled to make a claim under the Inheritance (Provision for Family and Dependants) Act 1975.
In order to make an Inheritance Act claim you need to establish that the will (or intestacy) fails to make “reasonable financial provision” for you.
Eligible claimants under the 1975 Act include:
-
Spouses/civil partners
-
Former spouses (if not remarried)
-
Cohabitees (living together for two or more years)
-
Children (including adult children)
-
Dependants who have been financially supported by the deceased
These claims usually need to be brought within six months of the grant of probate.
Steps that can be taken when contesting a will
-
If you believe the will is invalid you can enter a caveat to prevent probate being granted while the dispute is investigated.
-
Obtain evidence to support your challenge, such as medical or care home records, or statements from key witnesses.
-
Negotiate/mediate – many disputes settle out of court.
-
Commence court proceedings if no agreement can be reached.
How we can help you
For further guidance on how to contest a will, contact us for a free 30 minute consultation. Just give us a call or send us an email and a member of our specialist team will carry out a review of your case completely free of charge.
We will also be happy to provide you with details of the available funding options, including No Win, No Fee.