Our skilled Leeds, Harrogate and London based specialists deal with all contentious wills, trusts and estates issues. Cases include clients who may be disappointed at the lack of provision which has been made for them in a will.
In our experience, it is increasingly common for beneficiaries of a will, and those not mentioned in a will, to challenge the inheritance they have been provided with – or not.
Where there is no will, the estate is divided under the Rules of Intestacy and we can advise and establish if you have a valid claim.
How Jones Myers can help
When making a will, a person has a right to leave what they want to who they want.
However, if you consider the will maker should have provided you with reasonable financial provision but has not done so, you may be able to challenge the terms of the will and claim under the Inheritance (Provision for Family & Dependants) Act 1975.
This happened In March 2017, when the Supreme Court awarded a daughter who was estranged from her deceased mother, a maintenance award – even though her mother had deliberately excluded her daughter from her will.
Eligible claimants include surviving spouses, former spouses, civil partners, cohabitees, the will maker’s children or those who have been treated as children by the will maker and anyone financially dependent upon the will maker when they died. There are a number of other qualifying criteria to be satisfied before making a claim which we can advise you on.
Jones Myers family lawyers will guide you in considering your options, including the possible effects of a successful claim and its impact on the beneficiaries.
Our experts will discuss the likely costs involved in bringing such actions and, the various methods of funding available.
To make an appointment, please contact Laura Short. All contacts will, of course, be treated in the strictest confidence. Alternatively, if you would prefer, please complete our enquiry form below.