Over the last 4 years, there has been a substantial increase in families and partners applying to the Courts to challenge a Will. This is usually either on the grounds of alleged mental incapacity or a claim under the Inheritance (Provision for Family and Dependants) Act 1975.
Mental Capacity
As people live longer, more and more suffer from some form of dementia and if someone makes the effort to make a Will, he or she (from now on, we shall use the masculine only but it applies equally to a woman) will want to be sure that his wishes are carried out and not challenged.
Here at Kaslers, we never take instructions for a Will without actually having a meeting with the person making the Will. We keep a record of our notes of the meeting and our impression of the clients abilities to give clear instructions
In circumstances, where the client is elderly, or if, in our laymans opinion, there is any doubt that the client has capacity, we also request a letter from his Doctor to confirm that the client does have the appropriate mental capacity at the time of making the Will. This letter is placed with the Will and the client is effectively preparing a defence against a claim after his death that he was mentally incapable
Claims by Family and/or Dependants
When the Inheritance (Provision for Family and Dependants) Act was passed in 1975, an independent adult had almost no chance of a successful claim on their parents estate. Now, some individuals have been successful. This is particularly where there is a second marriage, with children form the first. Children are often put out , when their step-parent inherits from their own parent, especially, if the children suspect that they will not ultimately benefit from the step parents Will.
We offer solutions to avoid this potentially difficult and costly situation - which we can explain to you in a meeting
Further, if someone, X, especially if a family member, is to be intentionally omitted from the Will, we draft a letter for the client to sign and leave with the Will. It explains why X has been excluded and that it is not an error. Sometimes this is a useful device when one child has been left out of the Will, because he or she has received lifetime gifts.
Do not leave your inheritance to chance and challenge.
Telephone Vanessa Adamson on 01622 844607
Labels: Wills Probate Intestacy Inheritance