Wills, Estates & Probate

Contesting a will, defending one, or untangling an estate.

Arguments about wills are rarely really about money. They surface at the worst possible moment, between people who have to keep seeing each other afterwards, and they are made worse by delay and silence.

We act for people challenging a will they believe is invalid or unfair, for executors and beneficiaries defending one, and for families where the administration of an estate has simply ground to a halt.

We also draft wills — because most of the disputes we deal with were avoidable, and a properly prepared will with a proper file behind it is very much harder to challenge.

Challenging a will

A will can be challenged where the person lacked the mental capacity to make it, did not know and approve its contents, was unduly influenced, or where it was not signed and witnessed correctly. Believing a will is unfair is not, on its own, a ground — though a separate claim for reasonable financial provision may still be available.

Claims for provision

Certain people — spouses, cohabitants of at least two years, children, and those who were being maintained by the deceased — can claim reasonable financial provision from an estate even where the will is entirely valid. The deadline is six months from the grant of probate and it is short, strict and frequently missed.

When an executor won’t act

Beneficiaries are entitled to information and, in most cases, to see the estate accounts. Where an executor is delaying, refusing to account, or dealing with estate assets in their own interest, they can be compelled to act and in serious cases removed.

Settling rather than fighting

Most estate disputes settle, and the ones that don’t tend to consume a substantial part of the estate in costs. Mediation works well here, and a deed of variation lets beneficiaries redirect entitlements by agreement — sometimes with tax advantages. We will always look at that before litigating.

Six month deadline
Claims for provision must be brought within six months of the grant.
Act before distribution
Challenges become far harder once an estate has been paid out.
Settlement first
Most disputes resolve without a hearing, and cost far less that way.
No common law marriage
Unmarried partners inherit nothing under the intestacy rules.
How we can help

Contesting a will

Challenging a will you believe is invalid, or that leaves you without reasonable provision.

Defending a will

Protecting a will, and the deceased’s wishes, against a challenge.

Estate administration disputes

Disagreements about how an estate is being valued, divided or wound up.

Executor and beneficiary disputes

When the person administering an estate isn’t doing it properly, or isn’t doing it at all.

Inheritance Act claims

Where a will — or the intestacy rules — leave you without reasonable financial provision.

Will writing

A properly drafted will, so the people you care about aren’t left arguing about what you meant.
Common questions

Questions people ask us

The will seems unfair. Is that enough?

Not by itself. A person is generally free to leave their estate as they choose. But if you fall into one of the categories entitled to claim reasonable financial provision, or if there is a genuine question about capacity or influence, there may be a route — and the two are often argued together.

How do I stop the estate being distributed while I look into it?

Entering a caveat prevents a grant of probate being issued for six months, which buys time to investigate. It is a holding step rather than a claim, and it can be challenged, so it should be used deliberately rather than as a reflex.

We lived together but weren't married. What am I entitled to?

Under the intestacy rules, nothing — there is no such thing as common law marriage in England and Wales. You may however be able to claim reasonable financial provision if you lived together for at least two years, or make a claim to a share of property based on contributions.

Who you'll be working with

Harri Williams

Harri Williams

Legal Secretary
.
John Graham

John Graham

Director
Lauren Darbyshire-Robert

Lauren Darbyshire-Robert

Practice Manager
If you’re not sure who to speak to, speak to me first.

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