Will Dispute

Disputes over a Will can be legally complex and emotionally draining for everyone involved. Whether you believe you have been unfairly left out of a Will, or you are an Executor responsible for defending a Will, it is crucial to have expert legal guidance. The experienced litigation team at V.S. George Lawyers provides strategic, sensitive, and robust representation in all will dispute matters.

Understanding the Grounds for a Will Dispute

A Will can be challenged for several distinct reasons. It’s important to understand the basis of a potential claim, as each requires a different legal approach and type of evidence.

Family Provision Claims

If you have been left out of a Will, or received far less than you should have, the law may entitle you to more. This is the most common form of will contestation in NSW. Under the Succession Act 2006 (NSW), certain ‘eligible persons’, such as spouses, children, and dependents, can apply to the Court for proper provision from the estate. 

These claims are time-sensitive and turn on detailed evidence about your financial position and your relationship with the deceased. Our lawyers move quickly to assess your eligibility, build the strongest possible claim, and negotiate firmly on your behalf, resolving most matters at mediation without the cost and stress of a court hearing.

Challenges to the Will’s Validity

These claims attack the legal integrity of the Will document itself. Common grounds include:

  • Lack of Testamentary Capacity: An allegation that the deceased was not of sound mind, memory, and understanding when they made the Will. This may be due to dementia, illness, or other cognitive impairments.
  • Undue Influence: A claim that the deceased was coerced or subjected to improper pressure by another person, and the Will does not reflect their true wishes.
  • Fraud or Forgery: An assertion that the Will is a forgery or that the deceased’s signature was obtained through fraudulent means.
  • Lack of Knowledge and Approval: A claim that the deceased did not know or approve of the contents of the Will they were signing.

The Importance of Evidence and Time Limits

Success in a will dispute case depends on strong evidence. This may include financial records, medical reports, and witness testimony. Our lawyers are skilled at gathering and presenting the compelling evidence needed to support your case.

Crucially, strict time limits apply. In NSW, a Family Provision Claim must be filed with the Court within 12 months of the deceased’s date of death. It is vital to seek legal advice as soon as possible to ensure you do not lose your right to make a claim.

Resolving Disputes: The Role of Mediation

The vast majority of will disputes in NSW are resolved before a final court hearing. The Court requires the parties to attend mediation, a confidential process where an independent mediator helps facilitate a negotiation.

Mediation is a highly effective way to reach a settlement that can save all parties significant time, expense, and the emotional stress of a lengthy court battle. Our lawyers are expert negotiators who will advocate strongly for your interests during the mediation process.

How V.S. George Lawyers Can Help

Whichever side of a will dispute you are on, our team will:

  • Assess your eligibility and prospects before you commit to a claim.
  • Act for claimants seeking provision and for executors defending the estate.
  • Gather the financial, medical, and witness evidence these cases turn on.
  • Negotiate firmly at mediation, where the majority of disputes are resolved.
  • Represent you in the Supreme Court where a hearing cannot be avoided.

Protect Your Rights

If you are involved in a will dispute, you need expert legal advice to protect your interests.

To understand your rights and legal options, it’s vital to get expert advice. Contact our will dispute lawyers for a private consultation by calling 02 9150 6991 or emailing our office at [email protected].

 FAQs

Can I be completely cut out of a Will?

Yes, but the decision can be challenged. In NSW, the law allows eligible persons (like children or spouses) to make a “Family Provision Claim” if they are not adequately provided for.

If I contest a Will, will I have to pay the legal costs if I lose?

It’s a risk. While costs for successful claims are often paid from the estate, you may be ordered to pay all legal costs if your claim is unsuccessful.

I am the Executor. What should I do if someone challenges the Will?

Seek legal advice immediately. Your duty is to remain neutral and defend the Will on behalf of the estate, not to take sides with beneficiaries.

Does making a claim mean the family will be in court for years?

Not usually. The vast majority of disputes are settled through mediation, which is a much faster and more cost-effective process than a full court hearing.