bars

Blog

alcoholism in itself does not mean a person making a will does not have testamentary capacity, or that they will be more open to undue influence

Alcoholism and the validity of a will

A recent case looks at the relationship between alcoholism and testamentary capacity, and illustrates the reluctance of the Courts to overturn a will based on undue influence – particularly if an experienced solicitor has been involved in drawing up the will. As is often the case when the validity of a will is being challenged, the claim will be made up of a number of elements. In the recent case […]

take independent legal advice to avoid a challenge to your will later on

A Mediator ’s View of a Will Dispute

Many people hold a view of a legal dispute that includes a court room drama worthy of a John Grisham novel, but the reality is very different, and this applies as much in the context of a will dispute as to any other legal claim (criminal matters aside). Mediation now plays a big part in resolving will disputes – it’s a process of dispute resolution that you may not have […]

a conference room is where you may spend the day if you engage in mediation to resolve your will dispute

The benefits of Mediation in a will dispute

In a series of blogs in which we look at mediation and the role it plays in resolving a will dispute and other contentious probate matters, here we consider the benefits of mediation. What is mediation? Mediation is a form of dispute resolution which involves negotiation between the parties, managed by an independent mediator. Mediation will take place on a particular day, and in a specified location. The person bringing […]

we strip back a will dispute to its bare bones and look at the anatomy of a will dispute

The Anatomy of a Will Dispute

Challenging a will can take two different forms – either a challenge to the validity of the will itself, or a claim for ‘reasonable financial provision’ under the Inheritance Act (essentially a claim that you should have been left more by the person who has died). You may not know yourself when you contact a solicitor which type of claim you will be bringing. However, although there will be differences, […]

thumbs up for knowledge and approval when executing a will

The importance of knowledge and approval

A recent case has highlighted the importance of making sure that a Testator knows that they are executing a will, and understands and approves the contents of that will One of the bases for challenging a will is that the person who made the will did not have knowledge and approval of the contents of the will. In the recent case of Poole v Everall the courts had to determine this […]

A no win no fee agreement means you won't have t scrape together your loose change to fight a will dispute

The costs of challenging a will

You may well have read stories in the press about high profile will disputes and the legal costs that are involved. While it’s true that bringing a challenge to a will is unlikely to come cheap, there are a number of options open to you which means you don’t have to find the money up front, and will only have to pay costs if you succeed in your claim. In […]

adult hand against a white background indicating that entering a caveat will stop the probate process

Entering a Caveat to raise your concerns

In the emotionally charged period following the death of a loved one, you may become aware of circumstances that make you concerned about the contents of their will – but what can you do? In our blog we look at some of the practical steps you can take, including entering a caveat on the Probate Registry. Moving quickly is vital You may have concerns about the way a will was […]

2 older men whispering to each other perhaps one is poisoning the other's mind

Undue Influence or Fraudulent Calumny

In our last blog (at least for now) about undue influence, we look at undue influence and fraudulent calumny We’ve covered the issue of ‘undue influence’ in a couple of recent blogs, looking at the principles of undue influence as set out in the case of Edwards v Edwards, and then looking at undue influence in practice, looking at some cases where undue influence was – and where it wasn’t […]

Sepia image of an old man sittingon a bench and looking over the countryside

Undue Influence – what will (and what won’t) be enough?

Considering the question of ‘undue influence’ in more detail As we recently explained, proving undue influence when challenging a will can be difficult – but it’s not impossible. In this blog we look at some examples of circumstances where the courts have determined that undue influence was present – and also some examples of where it wasn’t. Undue Influence – the principles In our earlier blog about undue influence, we […]

inheritance act claims for reasonable financial provision

Will disputes – taking action before the testator has died

If you suspect that someone has made a will in suspicious circumstances, is there anything you can do before that person dies? The papers have recently reported a number of situations where high profile individuals: Bill Gates, Nigella Lawson and the like – have declared their intention to leave the majority of their fortunes to charity rather than their children. In these cases it seems unlikely that there is anything […]

cracking an egg with a sledgehammer

The Trouble with Undue Influence

One of the ways you can challenge the validity of a will is by showing that the testator was subject to ‘undue influence’ – but this is not always easy Someone you were close to has died. Whatever the circumstances, this is always going to be a highly emotional and distressing time, with lots to reflect on and organise. When you are also concerned that the will made by the […]

cross