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Disputed Wills, Trusts & Probate

Disputes are difficult and upsetting, particularly if family relationships are involved. But our experienced and dedicated legal team can take the stress out of the situation and help you, and those around you, reach an agreement simply and quickly.

Our sensitive, practical and thorough approach means we will protect your interests, talk you through the options and ensure costs are kept to a minimum. Our aim is to provide clear and uncomplicated advice whatever your circumstances may be. Those we have helped in the past include: executors, trustees, personal representatives, beneficiaries, charities, attorneys, deputies, creditors, carers, and vulnerable adults.

We can manage and resolve a variety of difficult legal situations for you, including:

  • Claims for financial provision from an estate
  • Challenges to the validity of a will
  • Disputes about legacies
  • Challenges to lifetime gifts
  • Problems in the interpretation of wills and trust documents
  • Disputes between executors or trustees and beneficiaries
  • Problems with estate administration, including costs and recovering debts
  • Issues in connection with the Mental Capacity Act 2005 including applications to the Court of Protection relating for example to statutory wills and the appointment and conduct of deputies.

All of our team are members of the Association of Contentious Trust and Probate Specialists (ACTAPS), meaning they have extensive experience of managing complex disputes, both home and abroad.

If you would like to speak with one of our lawyers, please call 01202 786152.

Frequently asked questions:

What if I have been left out of a will or am unhappy with my share?

It depends on the circumstances. Certain family members and financial dependents can claim for ‘reasonable financial provision’ from an estate, under the terms of the Inheritance (provision for Family and Dependants) Act 1975. If you are considering making a claim or questioning your share, it is advisable to seek specialist legal advice quickly as time limits apply.

The deceased did not leave a will, so the ‘intestacy rules’ apply – this means I will not receive anything/as much as I thought. What can I do?

The intestacy rules state how an estate should be distributed if there is no will. It divides the estate between various relatives and sets out how much each receives. You may be able to make a claim under the Inheritance Act 1975.

My partner died, they did not make a will and we were not married. What can I do?

The current rules do not have provision for unmarried couples who lived together. If you jointly owned assets, such as property, you need to establish how much of that was/is owned by you and whether a share will be part of your partner’s estate. You may also be able to make a claim pursuant to the 1975 Act.

Can I challenge a will and what should I do if I think it is invalid?

A will can be challenged in certain circumstances, for example, if the deceased lacked the mental capacity to make it. If you think a will is invalid, you need to seek independent advice as soon as possible. One option could be to stop the grant of probate being issued (known as ‘entering a caveat’), which often means the estate cannot then be distributed to the beneficiaries and may give you more time to investigate.

What if the person who made the will was vulnerable when they made it?

If they did not have the mental capacity to make the necessary decisions, were coerced, or did not understand they were making a will, then it may be invalid.

I am a beneficiary of a will and am unhappy about how it is being managed. Can I do anything?

Potentially you can, but as each estate is different and timescales vary, you need to seek advice. You may be able to apply to remove or replace the executor, or you could raise queries, ultimately with a court, about the way the administration of the estate is being handled.

Shortly before their death, the deceased made suspicious gifts of money and property to a third party. What can I do?

If the gifts were made whilst the deceased was vulnerable, for example due to illness, or was coerced, then it is possible to make an application to set aside the gifts and to compel the recipient to return these to the estate.

I believe that there is a more up to date version of the will than that currently being followed by the executors. Can I do anything?

If you know the whereabouts of a later will, you should tell the executors. A court has the power to revoke an existing grant of probate and to issue a new grant to the executors named in the later will.

I am a trust beneficiary, but have no idea what is happening or if I am entitled to anything. What can I do?

You are entitled to seek certain information that relates to your position from the trustees. If you do not receive this or remain dissatisfied, you can apply for court assistance.

Meet the team

THE LEGAL 500 uk

Legal 500 Leading Firm uk 2017
Lester Aldridge LLP has a strong profile representing charities, care homes, families and private clients in contentious estate administrations, will as well as trust disputes, and, increasingly, contentious Court of Protection matters.

Latest News & Blogs

contesting-a-will
Mar
2017

The widely reported case of Ilott v Mitson has today come to an end, through the Supreme Court issuing its long awaited judgement in the case.

will forgery
Feb
2017

If there are any concerns about the will’s validity, the will should not be admitted to probate until further enquiries can be made in that regard. For example, medical, forensic and witness evidence can be obtained to show what may have happened when the will was prepared and signed.

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