Handling the affairs of a loved one who has died is a significant responsibility and can present several challenges for all involved. When concerns arise about the validity of a Will, the fairness of an estate distribution, or the conduct of an executor, an already painful situation can become significantly more complex and distressing.
At Roythornes, our contentious probate solicitors provide expert legal guidance to individuals and families involved in estate disputes. Whether you are a beneficiary who believes you have been treated unfairly, an executor facing a challenge, or someone questioning the validity of a Will, our specialist team is here to help you understand your options and protect your interests.
Our team has extensive experience in all types of private wealth disputes, enabling us to provide comprehensive support across all aspects of estate and inheritance litigation.
Our contentious probate solicitors can assist with:
- Will disputes
- Inheritance Act 1975 claims
- Executor and administrator disputes
- Actions to remove an executor
- Will and estate administration fraud
- Undue influence claims
- Trust disputes
Get in touch with our contentious probate solicitors today
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We have offices in Abingdon, Alconbury, Birmingham, Nottingham, Spalding and Langham. Our contested probate experts can work with clients across these locations, as well as the rest of the UK and internationally.
Types of contentious probate claims
Contentious probate encompasses a broad range of disputes that can arise during or after the administration of an estate. The most common categories include:
Will validity challenges
These arise where someone believes a Will was not properly executed, that the person who made it lacked the mental capacity to do so, or that they were unduly influenced or subjected to fraud or forgery.
Executor and administrator disputes
These involve concerns about the way in which an estate is being administered, including allegations of misconduct, breach of duty, or delay. In some cases, it may be necessary to apply to the court to have an executor removed.
Inheritance Act 1975 claims
Under the Inheritance (Provision for Family and Dependants) Act 1975, certain individuals may be able to make a claim if they believe they have not received reasonable financial provision from an estate, even where a valid Will exists.
Beneficiary disputes
Disagreements can arise between beneficiaries over how assets should be distributed, how the Will should be interpreted, or whether the estate has been properly valued and accounted for.
Grounds for contesting a Will
There are several recognised legal grounds on which a Will can be contested. Our Will disputes solicitors will assess your circumstances carefully to advise whether any grounds may apply to your case and how the claims process would work.
Lack of testamentary capacity
For a Will to be valid, the person making it must have understood the nature of the document, the extent of their estate, and the claims of those who might reasonably expect to benefit. Where mental illness, dementia, or other conditions affected their understanding at the time the Will was made, a challenge may be possible.
Undue influence
If someone was pressured, coerced, or manipulated into making a Will in a particular way, that Will may be challenged on the grounds of undue influence.
Fraud and forgery
A Will that has been forged, or where the person was deceived into signing a document they did not understand to be a Will, is not valid. We can advise on the steps required to challenge a Will on these grounds.
Improper execution
To be legally valid, a Will must comply with the formal requirements set out in the Wills Act 1837. It must be signed by the testator in the presence of two independent witnesses who also sign the document. A failure to comply with these formalities can render the Will invalid.
Inheritance Act 1975 claims
The Inheritance (Provision for Family and Dependants) Act 1975 allows certain individuals to make a claim against an estate if they have not received reasonable financial provision, whether or not a valid Will exists.
Those who may be eligible to bring a claim include:
- A spouse or civil partner of the deceased
- A former spouse or civil partner who has not remarried
- A child of the deceased (including adult children)
- Anyone treated as a child of the family
- Anyone who was being maintained by the deceased immediately before their death
The court will take into account a range of factors when deciding whether reasonable financial provision has been made, including the financial needs of the claimant and the size and nature of the estate.
Executor and administrator disputes
Executors have a legal duty to administer an estate in accordance with the terms of the Will and in the interests of the beneficiaries. Where an executor fails to fulfil their obligations, acts in their own interests, causes unnecessary delay, or misappropriates estate assets, beneficiaries may have grounds to take action.
Our probate dispute solicitors can assist with:
- Applying to the court for the removal or substitution of an executor
- Claims for breach of fiduciary duty
- Recovery of assets that have been mismanaged or misappropriated
- Disputes over the proper interpretation of the Will
- Challenging the accounts provided by an executor
Where no Will exists, or where an administrator has been appointed to manage an intestate estate, similar disputes can arise in relation to the conduct of the administrator. We can advise and act in these circumstances too.
Disputes between beneficiaries
Even where there is no question over the validity of a Will, disputes can arise between beneficiaries. These may concern the valuation of estate assets, the interpretation of ambiguous wording in the Will, or disagreements about how property or personal possessions should be divided.
Trust disputes are another common source of conflict, particularly where the terms of a trust are unclear, where a trustee is alleged to have acted improperly, or where beneficiaries disagree about how trust assets should be managed or distributed.
Our team can help beneficiaries understand their rights, engage constructively with other parties where possible, and take formal legal action where necessary to protect their entitlement.
The contentious probate process
Every contentious probate case is different, but the typical stages involved are as follows:
Initial assessment
We begin by listening carefully to your situation and reviewing any available documentation, including the Will, any correspondence, and evidence relating to the deceased's circumstances. We will provide an honest assessment of the merits of your case and the options available to you.
Protective steps
Where appropriate, we may advise entering a caveat at the Probate Registry to prevent a Grant of Probate being issued while a dispute is ongoing. This can be an important step in preserving your position.
Pre-action correspondence and negotiation
Many contentious probate disputes are resolved without the need for court proceedings, through negotiation or alternative dispute resolution (ADR) such as mediation. We will always explore these options with you, as they are often quicker and more cost-effective than litigation.
Court proceedings
Where a negotiated resolution is not possible, we will guide you through the court process, managing all aspects of your case from the preparation of evidence and witness statements through to representation at trial. Contentious probate cases are heard in the Chancery Division of the High Court or, in lower-value matters, the County Court.
Resolution
Whether your case concludes through settlement, a consent order, or a judgment from the court, we will work to achieve the best possible outcome for you and ensure that any resolution is properly documented and implemented.
Time limits for contentious probate claims
Time limits in contentious probate matters can be complex and vary depending on the type of claim being made. Some of the key limitation periods to be aware of include:
- Inheritance Act 1975 claims: generally six months from the date of the Grant of Probate or Letters of Administration
- Claims to set aside a Will on grounds of fraud: time runs from the date the claimant discovered, or could reasonably have discovered, the fraud
- Proprietary estoppel claims and other claims relating to promises made by the deceased: typically subject to a 12-year limitation period
- Claims against an executor for breach of duty: generally six years from the date of the breach
These time limits are not always straightforward to apply, and in some cases, the court has discretion to allow a claim outside the standard limitation period. It is always advisable to seek legal advice as soon as possible to ensure your position is protected.
How we can help
Our contentious probate lawyers at Roythornes offer clear, practical advice tailored to your individual circumstances. We understand that these matters are rarely straightforward and that the legal process can feel daunting, particularly when you are already dealing with the grief of bereavement.
We take a considered and sensitive approach, keeping you informed at every stage and ensuring you understand your options. Our team can assist you whether you are bringing a claim or defending one, and we act for individuals, families, executors, trustees, and beneficiaries alike.
Why choose Roythornes?
At Roythornes, we are proud of our highly skilled contentious probate team. They bring extensive knowledge and experience to even the most complex estate disputes, and they understand the importance of handling these matters with both legal precision and genuine empathy for those involved.
We are Lexcel accredited by the Law Society, reflecting the high standards of our practice management and client care, and we are also members of STEP (Society of Trust and Estate Practitioners).
Members of our team are also recognised in The Legal 500 for their expertise across private client and dispute resolution matters and are part of the Association of Contentious Trust & Probate Specialists (ACTAPS).