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Wills Blog

Tessa

The Challenge of Wills

by Tessa Faverty 23 September 2010

It is very common for one family member or another not to be happy with the outcome of a Will. That is why is it crucial to make sure that a Will is valid, potentially explained and witnessed properly.

Challenging a Will is a very serious and difficult task. The famous case of Kostic v Chaplin in 2007 highlights how a difficult and complex case can lead to astonishingly high costs. The claimant's father had left £8.2million estate to the conservative party which was contested by his son. The outcome was successful for Mr Kostic but the overall costs amounted to £900,000.

If you do really feel you have a successful claim challenging a Will, you need to know the facts. There are 3 possible arguments in support of challenging a Will. The first of these is under the Inheritance (Provision for Family and Dependants) Act 1975. It is the argument that not enough was set aside for you in the final Will. However, you must be eligible to bring a claim under the Act and, secondly, you must be able to show that, immediately prior to the death, you were dependent upon the deceased.

The second way to challenge a Will is by demonstrating undue influence, which is where there was an element of coercion relating to the creation of the Will. The other is by showing a lack of competence, proving that the person did not understand what they were doing. This might be because of mental or physical illness. It is extremely difficult to be successful in such a claim, as the main witness is deceased. It would therefore be very hard for a claimant to prove their case.

Having said all this, legitimate victims to a Will should not be put off of claiming, but it is certainly advised to seek legal advice to gain the best possible guidance on the matter.

A solicitor will start the investigation by entering a caveat at the Probate Registry to prevent any of the Wills contents being followed through. It is important to act as quickly as possible to stop the Executors from administering the estate. However, be ready for delay and a potentially extensive period of time before your claim is heard.

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