Common Trust Disputes: An Explanatory Guide

The law has its complications, especially when it comes to common trust disputes. Which is why when the law (or an individual) is causing you trouble, there’s a better way to handle trust disputes.

That best way forward is to contact a lawyer and have them work within the bounds of the law for you. In the case of common trust disputes, the process is easier and more likely to succeed. Usually, hiring professional negligence solicitors to pursue trust and probate claims (especially a contentious trust) can help.

What is a Common Trust Dispute?

In short, a trust is usually for estates where a person’s assets are considerable. It is, in essence, a better way to:

  • minimise tax, and;
  • protect the estate until it’s time for the assets within the trust to go to its trustees.

A testator can create these trusts before death, or as per their request in a last will and testament.

As you can imagine, the goal of a trust is to minimise complications. But even the best plans do have faults and trust disputes do happen.

For example:

  • if the trust is incorrectly put together;
  • when there are disputes between the trustees and beneficiaries, or;
  • if there is evidence of fraud.

When is a Trust Fraudulent?

A trust can be fraudulent for a variety of reasons. If the trustee is negligent or commits fraud, for example. Or if a trustee ignores a breach of trust committed by a fellow trustee. Negligence almost always will open up a case for fraud against the trust and/or its trustees.

Moreover, it’s generally easy to prove. If a trustee in any way neglects their duty as the trust outlines, they are inherently negligent.

Another example is if the person who creates it lacks the mental capacity or faces coercion into making it. This is similar to any fraud for the last will and testament.

If the settlor, or the person who set up the trust, was given negligent legal or tax advice this could also make the trust fraudulent. This same applies if the trust documents themselves don’t line up with the wishes of the deceased in their will.

Matters of covering the ownership

Trusts can also be used to disguise ownership of estates. This is also a fraudulent activity, one of several common trust disputes scenarios you might encounter.

In short, either fraud can occur to exploit the trust, or fraud can occur because the trust is a result of fraudulent purposes. Amongst common trust disputes, a dispute in trusts occurs when there is either fraud or a suspicion of fraud.

What to Do if You Want to Dispute a Trust?

Instigating family trust disputes can, indeed, be challenging. There is a lot of documentation and people within a trust, to begin with. Moreover, if you suspect fraud it can also be difficult to prove.

Additionally, one area of concern is about what happens as a result of a dispute internally. In short, you may, in fact, want to dispute a trust that’s been unfair to you. At the same time, you wouldn’t want to cause damage to family relationships in the process.

Bringing family members into litigation can hurt feelings, and ruin relationships. That is why when you want to contest a trust you need trust dispute solicitors who can handle the process delicately. You will also want to choose professionals who are well versed in the law and changes that have been made over the years.

How to act in the best interest

There are many elements to keep in mind, overall, when it comes to trust disputes. We reveal a few of these below, coupled with a short explanation of what they can mean to the trust assets.

Time limits

One common question you’ll find in this line of work is about how long you have to file a claim. In short, there are two main factors to consider:

  1. If there is a breach of duty in terms of the trust itself;
  2. Alternatively, if allegations of fraud loom over the case, especially with regard to fraudulence on the fiduciary duty.

When a trust dispute occurs and you wish to make a claim, time limits cut back on how long you have. This ‘limitation period’ of time is usually six years from the conduct of a breach of trust. Ultimately, this time limit receives an extension in the case of fraud. But after this happens, your claims will not be valid.

Remember, above all: you have a six-year time limit to make a claim within. But regardless of the types of trust, you’re talking about, be sure to act quickly.

Remove Trustees

Turn to your solicitor for legal advice regarding this particularly contentious probate issue. But for the sake of this type of dispute resolution, the removal of a trustee is at the discretion of the trustor.

Even successors to the testator can be subject to removal thanks in part to express powers granted within the trust deed.

Laws Governing Trust Disputes

Trusts coming to life on or after 1 February 2001 are subject to the Trustee Act 2000. Meanwhile, those before this date are subject to different laws, including the Inheritance Act. Our collection of legal firms know these laws very well, especially as they pertain to trust disputes and resolution.

As we state throughout our online services, claims tend to arise whenever a claimant doesn’t receive reasonable financial provision in the Will. The Inheritance Act addresses reasonable financial provision: for instance, non-spouses and civil partners can accordingly bring a claim. For spouses and civil partners, furthermore, the matter goes beyond maintenance.

Inheritance Act claims also relate to those testators living in either England or Wales. Accordingly, the deceased person must have lived in either England or Wales. In contrast, it doesn’t really matter where the claimant is from to file a claim. Above all, you can make a claim no matter where you live – you’re not relegated to needing to be a resident in England or Wales.

How Do You Remove a Trustee?

When someone you love, be it a family member or friend, passes away, one of the ways they may decide to leave you some inheritance will be a through a trust. This is often a smart way to ensure that the money and/or assets that they leave you are safe until you are ready to receive them. However, trustees put in charge of your trust may not do their job properly for a number of reasons. In turn, you may have to remove a trustee.

Ergo, you can ensure that the wishes of the testator receive proper management. Or, the beneficiary that you are concerned about, such as a child who cannot represent themselves at this moment in time, receives the money and assets that rightfully belong to you.

Why would you seek to remove a trustee?

To remove a trustee, it’s often a case of necessity or of there being no other resort. There can be a multitude of reasons to do so.

For example, if the trustee becomes no longer fit to carry out the responsibilities associated with managing a trust. This could be due to illness or, indeed, their own death. But most likely, activities like heavy drinking or drug abuse inhibit one’s ability to responsibly handle the estate.

Another reason is that the trustee experiences undue influence from a third party. In turn, that influence causes them to mishandle the will. An example of this could be if the trustee enters into a new romantic relationship and this partner tries to encourage them to undermine the legality of the will and take funds and assets for themselves.

You can also remove a trustee when the testator declares multiple trustees take charge of the trust. Yet, in turn, they are unable to cooperate with each other.

How do you do it?

The removal of a trustee is not the easiest thing to do. You’ll need to present hard evidence, such as documents and testimony, of wrongdoing. Also, you must follow all proper procedures in doing so in order to remove a trustee.

The best way for you to achieve this, especially if you are not from a legal background, is to employ an estate litigation attorney. They can help you through the process and ensure that all the regulations and procedures are followed to the letter. As part of their job, they ensure nothing is done that could jeopardise your case. Trust dispute solicitors can give expert advice on this matter and help you with your case.

Why should you do this?

Seeing now what it takes to remove a trustee, it can seem like a lot of work. In turn, that might stop you from taking further action.

However, the person who left you this trust wanted you to benefit from it. So, it’s important for their wishes that a third party incapable of taking this responsibility seriously doesn’t interfere. Trust dispute lawyers can be on hand to help you find a resolution, seeking the best possible outcome in the shortest amount of time possible.

How To Fight a Fraudulent Will

When someone you love dies, it can be difficult to focus on anything other than the grief as you begin to process the loss of someone who meant a lot to you. However, the most important thing that you need to sort out as soon as possible is dealing with the deceased will.

This should normally be a very straight forward process, but it has been known for wills to be fraudulent and, in this case, that means that the real wishes of your loved one are not being carried out.

In this scenario, you need to know the right steps to take should you have reason to believe something is not right with the will, so that justice can be done, and the money and assets left by your loved one can be given to the correct beneficiaries.

What are the indicators?

Fighting a fraudulent will is not something you will have to do many times in your life. As a result, spotting the evidence of fraud is inherently difficult. Generally speaking, the grounds for contesting a will or countering a fraudulent will can vary. To give you a helping hand, below are some indications that fraud may have taken place.

  • The original will suffers from destruction or ‘conveniently’ lost.
  • The signature isn’t your loved ones.
  • Two witnesses were not present at the signing.
  • If you suspect the testator signs the will by force or trickery.
  • When the will gives everything to a caregiver immediately.
  • If your loved one wrote the will without the advice and presence of a legal professional.
  • If alterations were suddenly made to the will when the individual was in the hospital.

So if any of these above scenarios occur, seek out legal advice. You’ll discover how to proceed in order to get justice and ensure their true wishes are carried out. Will dispute solicitors can be on hand to seek resolution.

Fight a fraudulent will practically

As mentioned above, the first thing you should do is seek legal advice from inheritance experts to see two things.

  1. If you have a substantial claim to fight a fraudulent will.
  2. How to work out the process from this point forward to ensure you get the best possible outcome if the case goes to court.

The first thing that you will need to do is gather the evidence that adds sufficient weight to actively prove your claim of fraud which, again, a legal investigator can help you to do effectively. After this, you will need to work with the attorney to mount your case and have it presented to a judge.

Of course, before this gets taken to a court, a good idea is to have a mediation meeting with all those concerned present to state their cases and evidence in order to try and get to an agreement before going to court in order to save everyone the emotional distress this could cause in the wake of losing someone you all love.

Regardless, some people (even siblings) do have to fight a fraudulent will. Therefore, being familiar with the processes involved can help you to get what you deserve and, in the instance of a fraudulent will, this knowledge can make the difference between a successful and unsuccessful claim.

What Are The Grounds To Contesting a Will?

When you lose someone you love, it’s a difficult and trying time to get through. One of the saddest parts of such a loss is that individuals can suddenly become focused on personal gain when it comes to the issue of the will. Especially when the will was either written or amended when the person you have lost was potentially not of sound mind and body. This and other grounds to contesting a will can and do crop up.

In this situation, you need to know what the grounds are for contesting this document so that you can make sure that the wishes of your lost loved one are carried out as they would have wanted and not taken advantage of.

Understanding the reasons for contesting

When you look up how to contest a will, you will most likely be bombarded with legal jargon that can easily confuse you if you yourself are not from a professional legal background. In the face of this, it can feel like giving up is easier than trying to navigate the law around the leaving on wills, but you must press on in order to get justice for your loved one.

To help you out, this article has broken down what some of the grounds for contesting a will are in simple terms, as follows:

Testamentary Capacity

Testamentary capacity refers to when the individual in question made the will and whether or not they are the following.

  1. They understood they were making a will and the effect of that will.
  2. The person knows the value of their estate
  3. He/she understands the consequences of leaving someone out/including someone in their will.

This last point is especially important. For instance, say your loved one is a family member who would have wanted to leave money to support your family. Then, in their last days, they did not. They wouldn’t be of the sound mind to understand that you were relying on that support to get by.

Lack of valid execution

This refers to the legality of a will and its signing. A will requires the signatures/presence of at least two witnesses and the signature of the testator themselves. If you think this isn’t the case, then you have grounds to contest the legality of the will.

Undue influence

This is something that is potentially hard to contest on because it requires hard evidence. However, it is not impossible and does happen.

Undue influence is when the testator deals with coercion in some way, either through kindness or threat. In turn, this coercion leads to amendments to their will which they wouldn’t do without such influence. Chances of contesting a will, in this case, will depend on the evidence you have, and the circumstances of each individual situation.

Fraudulent or Forged wills

Fraudulent wills can occur in a number of circumstances. For example, say that someone writes the will on their behalf and subsequently wrote themselves into it. This would be a fraudulent activity. Alternatively, if someone spoke to the deceased as they wrote the will. In turn, they persuade them to leave someone out or write themselves in. That, too, would be a fraud and make the will invalid upon contestation.

How to Tell If a Will is Fraudulent

Is Your Will Fraudulent? We can reveal the signs that it is. A commission of fraud with a Will is in many cases very difficult to prove. Nevertheless, these acts of fraudulence are a reality. But is your will fraudulent?

In truth, there’s a variety of reasons why the last Will of a testator might not be valid.

Perhaps there was coercion in some way, or their signature is shown to be a forgery.

In other cases, the testator is simply not of the right mind as they construct and sign the will. For example, if the testator had Dementia when the will undergoes an update. That alone is enough for the courts to consider the Will invalid.

If a Will is fraudulent, then an earlier version of the Will may be the one the law deems valid. If there is no such Will, it’s likely that the government will take over regarding dictating who the beneficiaries are.

How Can You Tell If a Will is Fraudulent?

There are a few warning signs that you should look out for when determining whether a Will is fraudulent or not. Just because the Will doesn’t leave you what you thought you deserve doesn’t automatically make it fraudulent. Some key examples of fraud include the following.

  1. Complete destruction of the original Will. Subsequently leaving behind a newer revision that is suspicious to family members.
  2. Signature of the Will is either by force, forgery or fakery. You will need to provide examples of their real signature to submit into evidence, though this doesn’t always result in a Will being fraudulent.
  3. The Will does not have a witness present at signing, or lacks a witness signature.
  4. There are extenuating circumstances that indicate the tricking or coercion of a testator into signing this new Will.
  5. If a caregiver takes care of all the testator’s needs for many years. Thereafter, the Will is unreasonably favouring towards them.
  6. The Will was not made with legal counsel on hand; it was instead made at home.
  7. The Will undergoes changes when the testator was in a hospital or made when they were not of sound mind.

What to Do if You Believe a Will is Fraudulent?

If you believe the Will is fraudulent, you must first have the right to contest a will. But who can contest a Will? Generally speaking, spouses, civil partners, and blood relatives can contest a Will.

However, some non-blood relative exceptions became valid by law in recent years. A surrogate child/adoptee, for example, in all but name can also contest a Will.

If you believe that a Will is fraudulent you will need to follow these steps:

  1. Contact Will Dispute Lawyers to see if you have a case.
  2. Gather Evidence that supports your claim that the Will is fraudulent.
  3. Acquire Witness Reports that corroborate the evidence that the testator was not in sound mind or otherwise subject to coercion.
  4. Choose Settlement or Pursue Legal Action to acquire what you believe is a fair deal.

It is important to note that it is very difficult to contest a fraudulent Will. Be very careful in collecting as much evidence and testimonies as you can.

Five Best Ways to Contest a Parent’s Will

The Inheritance Experts share five tips on how to contest a parent's will

Though it seems like it is obvious that a deceased parent should want to leave behind their estate to their children it is not a legal requirement in the UK. In fact, in the UK adult children often receive nothing.* In turn, that can lead to dissension, and even some desire of these children to contest a parent’s will.

The Inheritance Provision for Family and Dependants Act 1975 allows for certain people of classification to make a claim. They can, effectively, claim that the will does not make sufficient (or, any) financial provision for them or their immediate dependants.

Recipient(s) of the money and estate instead will depend on who was financially dependent on the late party. In this case, the spouse or children under the age of 18.

Why would you need to contest a parent’s will

If you believe you were unfairly left out of your parent’s Will, you do have the right to contest the matter. There are many grounds for contesting a will, but first, you need to understand one central truth about wills.

One thing you will need to account for is that testators have a legal right (testamentary freedom, in legal terms) to leave assets to whomever they like. For example, if a daughter was estranged from her mother, that daughter could be left out of all financial provision in the will.

Perhaps the will was not updated to reflect the deceased’s evolving family situation. Or the will was updated when the parent has Dementia or was otherwise not in their right mind.

Circumstances where you should contest a parent’s will

As stated before, in most cases self-sufficient adult children will not receive assets from their parent’s estate unless explicitly stated otherwise in the Will. If, however, the deceased did not have a married spouse or civil partner, then the estate should transfer to their next of kin.

Please be aware that, unless you’re an only child, other family members all will have their own views on this, whether it’s a case that the father dies or it’s the mother’s estate. For England and Wales, that might also mean they’ll have their own law firm working full-time for their own interests.

How does probate affect the contest of a parent’s will?

If the testator’s will is invalid, you can enter a ‘caveat’ against the state that prevents a grant of probate. Moreover, it’s also possible to contest a will after the grant of probate.

If their mental capacity is in question

Dementia and other mental illnesses that take away a person’s right of mind. Also, it renders useless their ability to make rational decisions are taken into consideration by the courts. Dementia and these other illnesses, however, can be difficult to prove as they fluctuate.

If your parent updates their Will on a “good day”**, then updates to their Will are valid. However, if they update the Will when they were having a relapse, you can contest it.

If there is a cause for suspicion

There are a few signs of fraudulence you should know of. Though difficult to prove, you can win the right to instal a previous will if you do. Some examples of fraudulence include the following examples.

  1. A signature that is not your parent’s but a forgery;
  2. Trickery or coercion (in essence, undue influence) occurs in your parent’s life before their death;
  3. Missing a witness signature or lack of legal representation when making the Will.

You will need to compile a lot of evidence and witness reports in order to prove a Will is fraudulent. If you succeed, you can request to instal the terms of the previous version of the Will (if it exists).

How long to contest a will?

If you suspect there was fraudulent activity surrounding your loved one and their last Will, you will want to contact a lawyer before the Will is entered into Probate. Accordingly, you would need to go to Probate Court to fight for your case.

Otherwise, you can proceed by contesting a Will after probate, so long as you rely on legal representatives to fight for your case.

In most cases, a settlement should resolve your issues. But if it doesn’t, you can always take the matter to court – and it’s best to do it with lawyers who specialise in inheritance issues.

Some more about The Inheritance Experts

Furthermore, the solicitors we work know how to deal with inheritance disputes effectively and efficiently. Therefore, we’re universally committed to securing the best possible outcome for you.

*Unless the Will explicitly states that the deceased children are to be included when dividing up their assets

**A good day is where they have for the most part full control of themselves.

Conflicting Wills: What to Do If There’s More Than One Will

Though one of the worst-case scenarios when a loved one dies is that they leave you without a Will, the opposite can be just as problematic. When there are many Wills left by the testator, how do you choose which one is valid? Indeed, conflicting wills present a myriad of conflicts and confusion.

Why Would Your Family Member Even Have Conflicting Wills?

Your family member could have multiple Wills for a few reasons. Some of the most common reasons include:

  1. Revisions.
  2. Execution of New Will.

There are a few reasons why they would execute a new will. For example, to simply create a more comprehensive and easy-to-understand document. Especially if their previous Will contains too many revisions. What to Do If There’s More Than One Will? Sort out conflicting wills with The Inheritance Experts

With Conflicting Wills, Which Will Is Valid?

In most cases with conflicting wills, the valid Will is often the most recent one. If there is any issue, the matter might be resolved in what is known as Probate Court. Once the Court declares this Will valid, that Will becomes the “last Will and Testament.” In turn, they revoke all previous Wills and revisions.

If there are challenges to this will they will need to be made before the Probate Court’s final decision. Some valid reasons for contesting the use of the final version of the Will include the following.

  1. There exists a belief that the Will is a forgery. In a similar vein, the Will was written under coercion/undue influence.
  2. Another good reason is that there’s a suspicion of the validity of the Will itself.
  3. The testator (i.e. the family member who subsequently dies) updates their Will when not in the right mind. For example, if they have Dementia.

It’s difficult to prove the latest Will version was made either under false pretences or in unsound mind. It is up to you or your lawyer to compile the necessary evidence in advance to help you win your case.

When Happens if There Are Challenges to This Will?

What happens when you contest a Will is that it will go to court. If you need help with challenging a Will UK, it is always best to seek out legal advice first. Going in without a reasonable chance of winning could result in a huge personal financial loss.

Choose instead to find solicitors who offer a contesting a will No Win, No Fee service. Accordingly, you can ensure you have a good case against the latest Will and can win.

How Can You Avoid This Confusion?

A good way to help family members avoid such confusion and trauma through an estate is to destroy all previous versions. You can also write “Void” on them, but that doesn’t mean they can’t still be of use to contest your last Will and Testament.

Therefore, it’s best to avoid the situation entirely by removing previous Wills from the equation. If your family members do contest your final Will, they will need to take it up with the courts and prove not just their relationship, but their dependency on your financials.

By removing all other Will revisions from the equation, however, you change the game. Moreover, you should be able to safely and successfully have your wishes brought to fruition.

Six Ways to Solve Will Disputes Within a Family

There are many different reasons that Will Disputes can arise within a family. Here are six ways that you can solve will disputes within your family. Contesting a Will UK differs from country to country, so you will want to contact Will and Probate solicitors for further advice based on where the decades lived within the UK.

To solve will disputes, it seems, you might even bring your family closer together. But we’re getting really confident here: let’s take care of the basics first.

1. To solve will disputes, first: determine if there is a Will

If there is a Will, then that means that your loved one has their official wishes on the record and in a document. This alleviates some (but not all) tension: the law often respects their wishes with a will. In turn, no judge needs to divide the assets according to what the law deems is fair. To avoid (and solve) a will dispute, you need a valid one to analyse in the first place.

What happens when contesting a Will is contested is that the matter is sometimes taken up in the courts. A settlement can occur beforehand, yes, but the final matter if pressed will be determined in a court of law. Again: that’s if there is a Will.

Solve Will Disputes

2. And there is a Delay in the Execution of the Will

Every Will should have named an Executor. This Executor will then need to apply for Probate or the equivalent of wherever the deceased (testator) lived. This will give them the right and ability to settle the testator’s affairs and to carry out the Will as the decades wished.

A dispute can occur on the executor if the person in question takes too long in assuming their role. Though there is no legal time limit, a year is often seen as customary. If the Executor takes longer, the family members can then apply to the courts to have a deadline applied to enforce the Executor to act.

3. And there is a Disagreement About the Estate

In general, Britons will dispute a will if they don’t like what they see within it.

If there is a disagreement regarding the Estate about how it is being split amongst the beneficiaries, then there are a few ways to resolve the matter.

For example, say that all the children of the testator receive the family home. In turn, there could be issues as to who actually owns the home. There are most often two common resolutions:

  1. The property can put into liquidation, leading to a sharing of the price
  2. One child could buy out their siblings. Accordingly, this way the siblings will receive their portion while one child will receive the property.

4. And There is a Disagreement in the Will

If there is a disagreement in the Will, for example, you believe you have been unfairly excluded, then you will need to make your case to the courts. An unmarried spouse, for example, can claim financial dependency and win a portion of the Estate as they were under the testator’s care.

It is important to remember, however, that when contesting a Will this way you must prove financial need. Adult children who were left out of the Will who are self-sufficient rarely win in these cases.

5. And If There is a Cause for Suspicion About the Will

If there is any cause for suspicion about the Will, you will need to prove it. The burden of proof is on you, and therefore you will need to acquire evidence and witness testimonies and present your case in court. If it is determined there has been unfair play an earlier version of the Will may be used.

6. If There Isn’t a Will to Solve Will Disputes

If there isn’t a Will, then the law will determine how the assets will be given out. You will need to take your case to court in order to receive a portion of the testator’s estate.

What to Do if You’ve Been Left Out of a Will

Dying family members leave behind a lot more than just an empty hole in their lives. They also, in many cases, leave a Will. A Will is a legal document that explicitly states how the testator wishes to divide their assets amongst the people they love. But sometimes, family members get left out of a will.

What to Do if You’ve Been Left Out of a Will?
The testator does not, however, have to leave their estate to their dependents. They can instead leave it to whoever they wish, which can in some cases mean your exclusion from it.

You may have reason to suspect that this was a mistake, or that you’re a victim of exclusion from a will. For example, exclusion might happen because you marry your spouse after their Will’s last update. You’ll need to take your case to court in order to prove your claim.

When You’re Left Out of a Will, Can You Contest It?

The first thing to know is how to contest after you’ve been left out of a Will. The Inheritance Act 1975 lays down clear rules on who can and cannot contest a Will. Therefore, to have the right to contest the execution of a Will, you must be one of the following:

  1. The legal spouse or civil partner of the testator.
  2. The former spouse or civil partner of the testator (if they don’t re-marry).
  3. A child of the testator.
  4. A surrogate child of the family, be it blood relation or not.
  5. Anyone the testator maintains or cares for.

When Can You Contest a Will?

You can only contest a Will in England and Wales if the testator was a resident and residing in these countries when they die. Although this may change in the future.

Regardless, it doesn’t matter where you, the claimant, live.

What Will You Need to Do If You Contest a Will

If you’re left out of a will, what you need to do depends on your relationship to the testator. A spouse or civil partner can contest the Will, and the court will often conduct “the divorce test.” In other words, they go through the theoretical process of divorce.

How much you could receive in that situation is often what a dependent spouse could hope to receive. The court will consider:

  1. The length of the marriage.
  2. The contribution made by you towards the home and family.

What you can receive will also depend on:

  1. Your current financial situation and needs.
  2. The current financial situation and the needs of other claimants.
  3. The obligations and responsibilities the testator has towards the other beneficiaries.
  4. Disabilities held by all the claimants and beneficiaries.
  5. The size of the estate.
  6. Other relevant information that is unique to each case.

What is the Likelihood of Success?

The short answer is that, unless you can prove financial dependency on the testator, there is a slim chance of winning. Self-sufficient adult children who were left out of the Will have a very small chance of winning due to their circumstances.

What You Should Do Next

When it comes to challenging a Will, it’s always wise to hire legal counsel. We will help you determine whether or not you have a case. Then, we’ll fight for you to receive your right to inclusion in the Will.

What is the Difference Between a Will and a Probate?

There is a lot of confusion that arises when a family member dies. One such question that is on a lot of people’s minds is the Will-Probate difference.

The question is, how can you tell the difference between wills and probate in the first place? What is the purpose of each of these legal terms? Below, we’ll take the time to:

  • explain the differences as it pertains to a deceased person;
  • how they pertain to a legal proceeding;
  • offer guidance on how they apply to estate administration.

Inheritance Disputes can happen, so it's important to know the difference from a will and a probate

What is a Will?

In the UK, a Will is a legal document that you create and keep updated throughout your lifetime in the event of your death. Its purpose is to insist parties respect your wishes when it comes to who does and does not get left your estate.

In the UK, you do not legally have to leave your dependents in your will.

Whether you do this for personal or practical reasons is up to you. A dependent can later contest your will if they prove financial need. But for the most part, all Wills command respect and those you want to leave your estate, also known as your Beneficiaries, receive what you give them.

You can do more in your will than just name your surviving spouse and Beneficiaries as well. For example, you can also name who you wish to execute your Will, known as the Executor or administrator. You can also name the legal guardians for your dependent children, as well as funeral preferences. It all depends on the grant of probate, of course, and its signoff from legal authority after the person dies.

What is Intestate?

Intestate is what happens when you die without a valid and legal will. When this happens, it is the law that decides who amongst your family members receives your estate. This could also mean portions of your estate go to the government. Having a Will, therefore, is imperative for the law to respect your wishes.

What is Probate?

Probate is part of the process after you die: that said, it is still quite different from a Will. Probate is the legal process that follows your death and often occurs before your Estate is managed. In short, the purpose of the Probate is to appoint Personal Representatives to deal with your assets.

In turn, these personal reps have their own responsibilities.

  1. Finalise all bills and pending accounts;
  2. Pay off all outstanding debts;
  3. Assume responsibility for bank accounts;
  4. Sell or transfer property as required or as written out in the Will;
  5. Gather assets from different locations to execute the Will;
  6. Liquidate if necessary the estate into monetary value;
  7. Calculate and pay the remaining income tax;
  8. Tabulate and pay the Inheritance Tax (if applicable), and;
  9. Execute the will and distribute the estate to the beneficiaries.

In short, Probate is the process where someone applies to gain control over the deceased’s (testator’s) assets for the purpose of finalising their debt and executing their Will. Accordingly, if the testator names an Executor in their Will, this person will often need to apply for Probate within a year.

There can be cases where someone else wants to contest probate, in which case the matter will need to be settled legally. We can help you win your right to execute your testator’s will. Contact us today to see if you have a case.

When Does Probate Become Necessary?

Probate is necessary in most cases, regardless of whether there is a Will or not. They are not necessary for two specific scenarios.

  1. A spouse is alive, and they own the assets jointly with the testator.
  2. Comparatively, the testator had a small estate.

Otherwise, you will need Probate to administer the estate. If you do not do so, then the estate will remain in limbo as a result. You will need to apply to become the Probate through the government’s website. We can help you through this process, however.

Moreover, we’ll deal with the Government as well as the HMRC on your behalf.

0161 413 8763

7 days a week from 8am - 9pm