Why You Would Dispute a Will

person at law firm signing paper
The death of a loved one is often a difficult time that involves major decisions. In some cases, a person may believe they have been unfairly left out of a loved one’s will or treated unjustly by the deceased (the Testator). In other cases, a person may question whether the will is valid. Keep reading to learn why you might consider disputing a will and whether you are eligible to do so.

Common Reasons for Disputing a Will

A will can be disputed for several reasons. Often, a person connected to the Testator feels they have been unfairly treated or not adequately provided for. In some cases, a beneficiary receives less than expected, or someone is left out entirely. As a result, they may seek a fairer share of the estate. Additionally, some people challenge the validity of a will. This usually happens where concerns exist about how the will was made or signed. For example, issues may arise if:
  • The deceased lacked mental capacity when making the will
  • Fraud or forgery occurred during the preparation or signing of the will
  • A witness to the will also benefited from it
  • Another person influenced the deceased when the will was made
In addition, disputes may arise if executors or trustees need removal, if beneficiaries are missing, or if delays occur in proving the will. These claims are often referred to as Part IV claims or Testator Family Maintenance (TFM) claims.

Who Can Dispute a Will?

Not everyone can dispute a will. Generally, a person must have had a close relationship with the deceased. However, eligibility rules vary across states. Under the Succession Act 2006 s57, eligible people may include:
  • A spouse or husband/wife
  • A de facto partner
  • A former spouse or former de facto partner
  • A child, stepchild, or grandchild
  • A parent, sibling, or grandparent
  • A caregiver
  • A parent of the deceased’s child
  • A person who depended financially on the deceased

Is There a Time Limit to Dispute a Will?

Time limits apply in all states. In Victoria, a person must act within six months of the grant of probate. Alternatively, they may have three months from the date they give notice to the estate. However, courts may allow late claims in limited circumstances. This usually requires strong reasons for the delay and supporting evidence.

In Summary

If you believe a will is unfair or invalid, a lawyer can help you assess your position. They will explain your rights and help you understand whether you can make a claim. Importantly, they also ensure you meet strict legal time limits. If you or someone you know needs more information or legal advice, please contact us at (03) 9422 5439 or email [email protected]. Looking for an estate dispute lawyer in Melbourne? We have lawyers in South Morang and Warrnambool ready to assist you.
Facebook
Twitter
LinkedIn