Defending challenges to Wills

Whether you are a Beneficiary whose inheritance is being challenged or an Executor who is responsible for the administration of the estate (and you may be both a Beneficiary and an Executor), you need to know what to do in the event of a claim.

When a dispute arises, the Executors can often be caught in the middle and need to take prompt advice to understand their position both on their own behalf and on behalf of the estate.  They can become personally liable if they do not take the right steps and at the right time. Expert advice is essential.

We are your local experts and have been advising beneficiaries, estates, charities and other institutions for decades.  We are often asked to advise on claims brought against the estate:

  • that the deceased lacked capacity to make the Will
  • claims under the Inheritance (Provision for Family and Dependants) Act 1975
  • that there was undue influence when the Will was made
  • there is a breach of duty by an Executor and/or Trustee

In many cases, the estate will pay for the advice and representation needed and often matters are resolved without the need for costly legal proceedings.

If you are a Beneficiary or an Executor in this situation, contact our experts now for a FREE initial discussion, fully confidential and without obligation.

You can ask us a question or request a call back using one of our forms or call us on 01392 207761.

Download our free guide for a detailed explanation of what is involved in defending a Will.