Dispute A Will

from the Private Wealth Disputes Team at Birketts

Please note our opening hours over the festive season:

Tuesday 23 December – Open as usual
Wednesday 24 December – Open as usual (closing at 4:00pm)
Thursday 25 December – Closed
Friday 26 December – Closed
Monday 29 December – Open as usual
Tuesday 30 December – Open as usual
Wednesday 31 December – Open as usual (closing at 4:00pm)
Thursday 1 January – Closed
Friday 2 January – Closed

Thank you for your continued support. Wishing you a wonderful festive season and a successful year ahead.

Will disputes

If a will is found to be invalid, the deceased’s estate will be administered in accordance with their earlier will, or if there are no previous wills which are valid, the Rules of Intestacy. It is therefore very important to have a full picture of the implications of pursuing a will challenge so that you can make an informed decision.

Claims under The Inheritance (Provision for Family and Dependants) Act 1975

The Inheritance (Provision for Family and Dependants) Act 1975 allows certain categories of people to make a claim against a deceased’s estate where the last will, or the Rules of Intestacy, do not make reasonable financial provision for them.

Claims against Executors and Trustees

 Executors and trustees have an obligation to comply with a number of fiduciary duties when carrying out their role. These include ensuring that they are acting in the best interests of the estate or the trust, and the beneficiaries, at all times. They must also be careful that they do not allow their personal interests to conflict with their overriding fiduciary duty.

The interpretation or rectification of a Will

In certain circumstances, questions may arise as to the true meaning behind the wording of a will. It may also be unclear as to whether a will records the testator’s actual intentions and the instructions he or she gave to the draftsman who prepared the document. If this happens then we can advise on the remedies available to resolve the uncertainty.