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What are the grounds for contesting a will?

A will can be challenged for a number of legal reasons. Understanding these grounds is the first step in assessing whether you have a strong case.

Lack of testamentary capacity: The person making the will must have understood what they were doing and the effect of the will. Medical records and solicitor’s file notes are often key.

Undue influence: A will may be invalid if someone applied pressure or coercion. Undue influence can be subtle and is often difficult to prove, specialist advice is crucial.

Lack of knowledge and approval: Even if a person had capacity, they must have understood and approved the contents of the will.

Fraud or forgery: This includes forged signatures or someone lying to the testator to influence their decisions (fraudulent calumny).

Improper execution: A valid will must comply with the formal requirements of the Wills Act 1837.

Inheritance Act claims: If you were financially dependent on the deceased or you were not left reasonable provision, you may be able to bring a claim for financial provision.

We offer a free, no-obligation initial consultation as well as flexible pricing options, tailored to your needs. Contact us for further information.


How much does it cost to contest a will?

The cost of contesting a will depends on the complexity of the dispute, the strength of the evidence, and whether the case settles early.

 

What factors influence cost?

  • how much evidence needs to be gathered
  • whether experts (medical, handwriting) are needed
  • whether the other side engages in negotiation
  • whether court proceedings are required
  • the value of the estate or assets in dispute

 

Who pays the costs?

In many cases, costs follow the event, meaning the losing party may pay the winning party’s costs. In will disputes, courts also retain discretion to order costs from the estate.

 

Can costs be reduced?

We actively manage costs through:

  • early assessment of merits
  • focusing on the issues that matter
  • mediation where appropriate
  • staged funding options
  • clear cost estimates and updates

How long do I have to contest a will?

Time limits vary depending on the type of claim. Missing a deadline can be fatal to your case, so early advice is essential.

 

Key time limits

  • Inheritance Act claims: usually 6 months from the grant of probate
  • Will validity challenges: no strict statutory deadline, but action should be taken before assets are distributed
  • Executor/administration claims: this depends on the breach but can be anywhere between six and 15 years or more
  • Fraud-based claims: generally no limitation period

When should you seek advice?

Immediately if:

  • probate has recently been granted
  • assets are being distributed
  • you believe a will is fraudulent
  • you are an executor facing a challenge

Key contact

Roman Kubiak TEP

Partner

Roman Kubiak is a Partner and Head of the market leading Private Wealth Disputes team.

He advises across the whole spectrum of private wealth disputes, with a particular focus on high value, complex and cross-border disputes including: trust disputes, breach of trust claims and applications to remove trustees; will disputes, particularly those with an international element; claims under the Inheritance (Provision for Family and Dependants) Act 1975; and claims for equitable relief under proprietary estoppel, constructive trusts and resulting trusts.

A natural and dynamic leader’, the ‘very impressive’ Roman Kubiak heads the firm’s Private Wealth Disputes team and is noted for his ‘deep knowledge of estates and trusts law’.

The Legal 500


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