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Challenging a will on grounds of mental capacity will inevitably mean considering the golden rule

3 Key Points about the Golden Rule

If you’re worried about the contents of a will and believe the person who made it was showing signs of dementia or mental vulnerability, it is well worth checking whether the solicitor who made the will followed the Golden Rule. What is the Golden Rule? The Golden Rule is an obligation for the solicitor preparing a will to ensure that the testator has sufficient mental capacity when the will is […]

lightbulb witnesses will give evidence to shed light Photo by Nick de Partee on Unsplash

Witnesses in a Will Dispute

If you are thinking about challenging a will, one of the key things to consider is the evidence you will need to support your case, and any witnesses you will need to call. Your legal adviser will be able to talk to you specifically about the type of evidence your claim will require. In the meantime, here’s a rundown of the kinds of witness that might be involved in your […]

gifts made before death may be set aside if the donor does not have mental capacity

Setting aside gifts – mental capacity

The High Court has recently stepped in to set aside gifts made by a donor shortly before his death, and when he was suffering from dementia so his mental capacity was in question. Not strictly speaking a ‘will dispute’, but readers will recognise some of the issues in Connolly v Connolly & Anor [2017] NICh 8 relating to the donor’s mental capacity as similar to those that can arise in a […]

Know the golden rule in relation to testamentary capacity to avoid your will being challenged

Testamentary capacity and the Golden Rule

We look at ‘the golden rule’ in relation to will disputes – what it is, and why it is important If you are worried that a close relative was unwell when they made their will, and did not really know or understand what they were doing, you may be considering challenging the will on the grounds of ‘testamentary capacity’. If this is the case, you will need to take a […]

piles of money to illustrate what is reasonable financial provision after teh case of Wooldridge v Wooldridge

Will I have to pay costs if I don’t challenge a will

A lesson learned for those who force an estate to take action to prove a will, but have no reasonable grounds to challenge the will and take no steps to do so. In most cases where someone wants to have a will ‘proved’ but does not bring an active case to challenge the validity of the will themselves, a ‘no costs’ rule applies. An exception is when the court decides […]

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