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Challenging a will: What executors need to know

On Behalf of | Mar 21, 2025 | Estate Litigation

As an executor, you are responsible for ensuring a deceased person’s wishes are honored. However, what happens when someone challenges the will?

If you’re facing a legal challenge, it’s crucial to understand the common reasons family members contest a will. Knowing these reasons can help you navigate the situation with confidence and ensure that the process remains fair and just.

Reasons to challenge a will

When dealing with a contested will, it’s critical to recognize the specific grounds on which the challenge is based. Each reason has distinct implications and requires a careful approach to resolve.

  1. Lack of testamentary capacity: One of the most common reasons for contesting a will is questioning the mental state of the person who made it. If someone believes that the deceased did not have the mental ability to understand the nature and consequences of their actions when they drafted the document, they might challenge it.
  2. Fraud or forgery: Fraud or forgery can undermine the validity of a will. Fraud occurs when someone deceives the person creating the will, leading them to sign a document that doesn’t reflect their true intentions.
  3. Undue influence: Sometimes, individuals may exert excessive pressure on the person making the will, causing them to make decisions they wouldn’t have made otherwise. This is known as undue influence. If someone believes a person manipulated the deceased, they may challenge the will.
  4. Replacement wills: A newer will can sometimes replace an older one, leading to disputes among beneficiaries. If a new will emerges after the older one has been executed, it could lead to legal challenges.

Understanding these reasons will help you anticipate potential challenges and prepare accordingly. Being aware of the legal grounds for contesting a will can guide you in gathering the necessary documentation and evidence to support the validity of the will in question.

Getting legal help

Facing a challenge to a will can be a daunting experience for any executor. If you find yourself in a complex legal situation, consider seeking professional legal guidance.