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Challenging a Will

Challenging a Will

Challenging a Will

There are a number of legal avenues available when challenging a will. QBM Lawyers provide advice on will disputes and assist clients in assessing their position and available options.

Challenging a will claims are most often:

Family Provision Claims

Family provision claims, also known as Testator’s Family Maintenance claims, arise where an eligible person seeks further provision from a deceased estate. These claims are commonly made by a spouse, child or dependant who considers that adequate provision has not been made for them.

Common grounds for family provision claims include:
  • No provision being made under the will
  • Inadequate provision from the estate

In Queensland, family provision claims are subject to strict time limits and procedural requirements. The courts encourage early exchange of information and resolution of disputes where possible. These claims can arise whether or not a valid will exists.

Undue Influence Claims

A will may be challenged on the basis of undue influence where it is alleged that the will maker was pressured or improperly influenced when making the will.

Key factors in undue influence claims include:

  • The involvement of the alleged influencer in the will-making process
  • Evidence of pressure or influence affecting the will maker’s decisions

Disputes of this nature often arise between family members or carers. The circumstances surrounding the preparation of the will are critical in assessing these claims. To minimise risk, it is standard practice for lawyers to take instructions directly from the will maker and avoid the involvement of individuals who may benefit under the will.

Later Will Claims

A will may also be challenged where there is evidence of a later valid will. In these circumstances, the later will generally takes precedence if it is valid.

It is important to confirm that the will being relied upon is the deceased’s most recent will.

Informal Wills and Modern Evidence

Courts may, in some circumstances, accept informal documents such as text messages or videos as a valid will if it can be established that the deceased intended the document to operate as their final will.

Establishing the validity of an informal will can be complex and may involve significant cost. These claims can have a substantial impact on how an estate is ultimately distributed.

Lack of Testamentary Capacity

A will may be challenged on the basis that the will maker did not have the required mental capacity at the time the will was made. Claims of insufficient testamentary capacity are increasingly common.

Establishing Testamentary Capacity

To challenge a will on this basis, it must be shown that the deceased did not understand the nature and effect of the will at the time it was executed.

Proper preparation of a will by an experienced lawyer, including following appropriate processes, can reduce the risk of such claims. In situations where there are concerns about capacity or undue influence, a contemporaneous medical assessment may be recommended.

If a court determines that the will maker lacked capacity, the will may be declared invalid and an earlier valid will, if any, may apply.

Wills and Estate Dispute Lawyers Gold Coast

QBM Lawyers advise on will disputes, including undue influence claims and other challenges to the validity of a will. We provide practical advice on available options and act for clients in resolving estate disputes.

For assistance with an estate dispute, please contact Peter Muller on 07 5574 0575 or peterm@qbmlaw.com.au.

Think You Have Grounds to Challenge a Will? Talk to Gold Coast Estate Lawyers Today

QBM Lawyers advises on all aspects of will disputes, from family provision claims and undue influence to testamentary capacity challenges across Queensland.

(07) 5574 0111 | admin@qbmlaw.com.au | Mon – Fri, 08:30 – 17:00
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Frequently Asked Questions

Yes. A will may be challenged in certain circumstances, including where an eligible person seeks further provision from the estate or where there are concerns about the validity of the will.

Eligible persons may include spouses, children, dependents and, in some circumstances, former spouses or other people financially dependent on the deceased.

A family provision claim is a claim made by an eligible person seeking further provision from a deceased estate on the basis that adequate provision was not made for their proper maintenance and support.

Strict time limits apply to estate claims in Queensland. In many family provision matters, notice must be given within six months of death and proceedings commenced within nine months, although exceptions may apply in limited circumstances.

Yes. A will may be challenged if there is evidence that the will maker was pressured or improperly influenced when making the will.

If a later valid will exists, it will generally override any earlier will. Establishing which document is the deceased’s final valid will is often critical in estate disputes.

In some circumstances, courts may recognise informal documents, including text messages, videos or electronic documents, as a valid will if there is sufficient evidence that the deceased intended the document to operate as their will.

Testamentary capacity refers to a person’s legal and mental ability to understand the nature and effect of making a will. A will may be challenged if the will maker lacked capacity at the time the will was signed.

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