• LegalPen
  • Will
  • Is it worth contesting a will?

Is it worth contesting a will?

Written by

Annie L.

Reviewed & Facts Checked by: Patience P.
Is contesting a will worthwhile?

Yes, it is worth contesting a will when you have the standing to contest a will and legitimate reasons for contesting a will. The legitimate reasons for contesting a will include: lack of testamentary when the decedent wrote the last will and testament, failure to follow procedural and legal requirements when signing the will such as insufficient witnesses, fraud, undue influence over the testator when making the will, and the existence of a later will that is valid. 

Before contesting a will, it is essential to seek legal counsel from an estate planning attorney to advise you on the likelihood of success. Additionally, you should conduct a potential risk-benefit analysis to evaluate whether contesting a will is a worthy cause. 

How Hard Is It to Contest a Will?

Contesting a will can be hard. However, this does not mean you should not contest a will. You should contest a will when you have legitimate reasons to contest a will backed up by evidence to prove your case. Before deciding to contest your will, you should confirm with the estate laws to confirm the legitimate reasons enlisted in the law, the basis of which you can contest a will.

To establish whether to proceed and contest a will, you should consult with an estate planning attorney to establish the likelihood of success before proceeding to contest a will. 

What To Do When You’re Left Out of a Will

Consider whether to contest a will when you have been left out of a will. You can challenge a will when you believe you are supposed to be a beneficiary and have legitimate reasons. When you choose to contest a will, you have to have legitimate reasons for contesting a will.  When left out of a will and you are an adult child, some state laws allow for the disinheritance of adult children.

You should consider the costs of contesting the will; where the fees exceed the benefits, you should not challenge the will.

Can a child who is left out of a will contest it?

Yes, they can contest it. However, being left out of a will is not sufficient ground for contesting it. The child may have been left out of the will intentionally because they fell out with the parent, they were adequately provided for during the decedent’s lifetime, or they can fend for themselves compared to other beneficiaries. 

When a child is left out of a will, and they have grounds for contesting a will, such as their parent made the will under undue influence, the will was obtained through fraud, or the parent was not of sound mind when they made the will; only then can they contest the will. Being left out of a will is insufficient grounds for contesting a will. 

How to Prevent Your Family From Contesting Your Will

You can prevent a will from being contested by:

  1. Including a no-contest clause in your will that stipulates that beneficiaries should not contest the will or they will lose their interests under the will.
  2. During the creation of the will, ensure that it complies with all the state requirements for making a will.
  3. Explain to your family members that you have made a will and intend for them to respect your wishes.

Recording yourself while signing the will to confirm mental competency when signing the will. 

Is Contesting a Will Ever Successful?

Yes, contesting a will can be successful if the person contesting the will presents compelling evidence to the court and makes a solid argument to support your ground on contesting a will.

Success in a contesting claim is determined by whether you have a valid ground for contesting the will and how you present your case. When contesting a will on the grounds of undue influence, lack of capacity, fraudulent activity, or errors with signing, witnessing, or handling a will, make sure you have evidence to support your grounds.

Frivolous claims that lack legal weight and are meant to waste the court’s time are dismissed. 

What Happens If a Will is Successfully Contested?

When a will is successfully contested, parts of the will or the entire will shall be considered invalid. The deceased’s assets shall be passed down per the prior estate planning documents as long as they are valid. Where the deceased person had no previous estate planning documents, the deceased’s property shall be passed down according to the intestate succession laws. The persons who usually inherit under intestate succession are the surviving spouse and children of the deceased. When the deceased person does not have children or a spouse, their parents and siblings will inherit their property. 

Can Someone Contest a Will If They Are Not in It

Yes, a person can contest a will if they are not named in it. A person not named in the will can contest the will if they were named in a previous will and are eliminated from the will being probated. To challenge a will, they must show that they were named in the will or should have been named in the will. 

Can a person contest the will if they are intentionally left out of it?

Yes, they can contest the will if they believe they have legitimate grounds for contesting it. They can challenge the will when they suspect foul play, such as undue influence, fraudulent activity, or mental incapacity.

However, intentionally leaving property out of the will is not sufficient ground for contesting it. Testators have the testamentary freedom to distribute their property however they wish upon their death.

Does It Cost Money to Contest a Will?

Yes, it costs money to contest a will.  The cost to contest a will is averagely $1000 to $5000. The person contesting the will incurs costs like legal costs which costs like legal costs, which are expended towards hiring an attorney,court filing costs,he cost for  contesting a will varies and it depends on the filing costs, the attorney fees and the length of the process. The longer the process, the more pricey it is.

What Happens If You Contest a Will and Lose?

When you contest a will and lose, the will will be validated, and the decedent’s wishes shall be enforced as stipulated under the will. Besides the will being enforced, you may be responsible for paying legal and court costs associated with the case.

Additionally, you may face financial penalties, such as being required to reimburse the beneficiaries of the decedent’s estate for the losses and damages incurred as a result of an unsuccessful contest.

 

Thus, before contesting a will, you should consult an attorney on the potential risks and benefits to avoid incurring unnecessary costs and embarrassing yourself. 

What’s the Process for Contesting a Will, and When Should You Involve an Estate Planning Attorney? 

The following are the steps for contesting a will:

  1. Examine to see whether you have grounds for contesting a will and whether the grounds can be supported by evidence.
  2. Confirm whether you are eligible to contest a will. Only a select few can contest a will. The persons who can contest a will are beneficiaries under a current or previous will and persons who would have inherited something if the person didn’t have a will. 
  3. Hire an estate planning attorney to help you gather the evidence, draft the documents to be filed in probate court, and represent you.
  4. You should file the contest petition with the appropriate court within the timelines required by state laws. 

Undertaking the will contest process by yourself might be taxing, and you may require guidance to file a petition to contest the will on your behalf. Once you discover that there are reasons why you should challenge a will and any evidence that supports the reason, you can hire an attorney to advise whether you have a claim. 

 

Meet the Author

LegalPen Author Anne

Annie L – Distinguished linguist at LegalPen

Annie is a distinguished linguist at LegalPen, bringing a unique blend of legal expertise and linguistic precision to her work. She earned her Juris Doctor degree from Yale University in New Haven, Connecticut, attending on a prestigious Law Faculty Merit Scholarship. At Yale, Annie showcased her exceptional skills by serving as an editor on the Yale Law Review.

Upon graduating, Annie gained invaluable experience through a two-year appellate clerkship at a renowned law firm in Connecticut. During her time in law school, she honed her research and writing abilities as a research assistant and writer for various legal firms. Annie’s deep understanding of legal language and her attention to detail make her an invaluable asset to LegalPen.