Contesting A Will SA

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“If you have not been provided for in a deceased’s will, you may be entitled to claim part of their estate provided you are an eligible person and are able to substantiate your entitlement.”

If you are a close relative, partner or friend of a deceased in whose will you were not provided for, you may become involved in contesting a will SA.

In a disputed will case, only an eligible person can make a claim for a deceased estate. There are a number of situations where a person may be eligible to make a claim for a deceased estate. Identifying and applying those circumstances and situation to a particular case require understanding of the relevant laws and the processes through which the entire case can be initiated and concluded. Therefore, if you have not been provided for in a will and believe that you may be entitled to the deceased’s estate.

Contesting A Will SA – Who can challenge a will?

People who fit within the categories listed below may be able to contest, or challenge, a will and make a claim in deceased estate:

  • A partner of the deceased at the time of the deceased’s death. This includes a husband, wife or a de facto partner. Partners of the same sex are included in this category.
  • A child of the deceased including children born outside marriage or de facto relationships.
  • A grandchild of the deceased who at any point of time was dependent on the deceased.
  • A member of the deceased’s household who was dependent on the deceased.
  • A former wife, husband or partner of the deceased.
  • Any person who, at the time of the deceased’s death, was living in a close personal relationship with the deceased.

Therefore, contesting a will SA is not limited to close relatives or partners of the deceased. Usually, the eligibility of a husband, wife, de facto or child to make a claim is not disputed while other persons making claims must meet certain statutory criteria before they may proceed.

Grounds for Challenging a Will

A person may be able to contest a will by challenging its validity or challenging the adequacy of portion, or amount, provided to them in the contested will.

You may be able to contest the Validity of a Will if you believe that one of the following circumstances apply:

  • The deceased did not have the required legal capacity to make a will.
  • The deceased was subjected to undue influence in making the will which, as a result, rendered the will provisions contrary to the deceased wishes in normal circumstances.
  • The will was revoked by the deceased before his or her death.
  • The deceased made a later will.
  • The deceased was not aware of, or did not approve of the content of the will.
  • The will was not signed by the deceased.
  • There was an error or interference in execution of the will.

Relevant Factors

There are a number of factors the court considers when dealing with will dispute cases. If you initiate will dispute proceedings, expect the court to consider the following issues:

  • The nature and duration of your relationship with the deceased.
  • Whether you have made any contributions the deceased estate.
  • The size and value of the deceased estate.
  • Your financial circumstances and needs.
  • The financial circumstances and needs of other beneficiaries in the estate.
  • Any promises or undertakings made to you by the deceased while he or she was alive.

How to contest a will?

The first step in contesting a will SA and making a claim for a deceased estate is to obtain legal advice in relation to your particular case.

Complete the form below to request your free initial consultation*

Contact Liptak Lawyers Adelaide

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 *No cost initial consultations may be in person at one of our offices or by telephone, at our discretion. Please be sure to have all information and applicable documents available for your free consultation.

Liptak Lawyers
Barristers & Solicitors

North Adelaide Office
262 Melbourne Street
North Adelaide

Tel : (08) 8366 6584

Email : info@liptak-lawyer.com.au

Liptak Lawyers - North Adelaide Office

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