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Contested Wills

A will is a legal document that outlines how to distribute an individual's assets upon death. The purpose of a will is to provide clear instructions and peace of mind to the testator, the individual who created the will. However, when disagreements arise over the validity or contents of a will, it can lead to a dispute called a contested will.
Image of a printed will

If you're located in Eastern Massachusetts or Cape Cod and are facing a contested will situation, it's important to seek the help of a Massachusetts estate attorney who can guide you through the legal system.

1. What is a Contested Will, and Why do Disputes Arise Over Them?

A contested will refers to a legal dispute over the legitimacy or contents of a testator's will. The reasons why disputes arise over wills can vary widely but often include issues such as ambiguous language, disputed assets, questions about mental capacity, concerns about fraudulent activity, and disputes over document interpretation.

One of the most common reasons people contest a will is when they believe they have been unfairly left out of the will or given a smaller portion of the estate than they expected. Additionally, beneficiaries may contest a will if they suspect the testator created the document under duress or when the testator could not make informed decisions because of dementia or other mental issues.

2. The Legal Issues Involved With Contesting a Will

Legal issues that arise when disputing a will can be complex and time-consuming. It's crucial to have experienced legal counsel to guide you through the process. Lawyers specializing in this area can provide legal representation and help resolve conflicts through multiple avenues, such as litigation, mediation, and negotiation.

3. Common Reasons Why People Contest a Will

As mentioned earlier, the reasons why people contest a will can be varied. Below are some of the most common reasons:

  • Undue influence: when someone is coerced or manipulated by another to change their will to an unfair disposition.
  • Fraudulent activity: if the will was fraudulently created or someone forged the signature.
  • Testamentary capacity: if the testator could not understand the implications of what they were signing due to dementia or another mental illness.
  • Ambiguous or unclear language: if the language used in the document can be subject to interpretation or is unclear, it can lead to disputes.

4. How to Determine the Validity of a Will

To contest a will, you must have a reason or legitimate interest and therefore be an interested person. To determine the validity of a will, a court of law typically considers the following:

  • Was the will executed following legal rules?
  • Was the testator of sound mind and capable of understanding the contents of the will?
  • Were bequests made freely, without undue influence or coercion?

If the will is deemed invalid, the state will distribute the assets of the estate according to the laws of inheritance in that state, and they will not respect the wishes of the testator.

5. How to Go About Filing a Claim Against an Estate

The probate process is the legal method of distributing a decedent's assets to their heirs and beneficiaries. When filing a claim against an estate, knowing the steps involved is essential. First, you must identify which probate court has jurisdiction over the estate. Then, you must file your claim within the time frame allowed by law. Different states have different statutes of limitations for filing claims, so it's essential to consult with an experienced attorney to ensure you don't miss any filing deadlines.

6. How to Protect Yourself When Making a Claim Against an Estate

When making a claim against an estate, taking steps to protect yourself is essential. For example, be sure to document all of your communications with the executor of the estate. This includes keeping copies of all your letters and emails and taking detailed notes of any phone conversations. By doing so, you can prove that you have acted in good faith and that your statements are accurate. Understanding your legal rights and the potential consequences of making incorrect or false statements is crucial.

7. What Happens After You File a Claim and How to Resolve it

After filing a claim, the executor of the estate reviews it and, if necessary, the court does. The executor has a duty to investigate all claims and determine if they are valid. If the executor accepts your claim, you may receive your portion of the assets. However, you may need to initiate legal proceedings if the executor rejects your claim. In some cases, the probate court may hold a hearing to determine the validity of your claim.

8. The Consequences of Contesting a Will in Court

Contesting a will can lead to significant consequences. It can be a costly and time-consuming process, and it can result in damage to family relationships. Additionally, if the court determines your claim is without merit, you may be held responsible for the estate's legal fees. It's essential to carefully consider your reasons for contesting a will and consult with an experienced attorney before taking action.

If you are facing a contested will situation, having the right legal team on your side is crucial. At Daigle Law Office, we have extensive experience in all aspects of probate law, including contested wills. We know the laws of your state and can help you navigate the legal system. We will work tirelessly on your behalf to help you achieve the best possible outcome. Contact us today to schedule a consultation, and let us help you protect your rights and interests.

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