Any person who can show that the person who made the Will had a 'moral duty' to provide for them can challenge a Will by starting a Supreme Court process called 'testator's family maintenance'. Generally the person who wants to make a claim has to be closely related to the person who died.
Contesting a will is time is worthwhile if you believe you are entitled to more than you received. The process can take an emotional toll but it is important to remember that there can be major long-term benefits of contesting a will.
The simple answer is that you can't ever stop someone contesting your will. This is because state and territory legislation across Australia allows 'eligible' people to make a claim against an estate if they can establish that they have not been adequately provided for in the deceased's will.
If the matter goes to court, the average cost to contest a will is about $20,000 – $100,000. Most lawyers charge $300 to $850 per hour. The average cost for a family provision claim in NSW that is finalised is about $30,000. But, if you go to court, the cost can be more than $50,000.
In Queensland and New South Wales, an adult niece or nephew who lived with their aunt or uncle and either gave or received care can contest a will.
Anyone can contest a Will if they're worried it might be invalid. This is usually someone with an interest in the estate – if you were expecting to inherit and didn't, or if you were expecting to inherit more, or haven't been left enough.
The usual rule is that the loser pays the winner's legal costs. This is often called the “costs follow the event” principle. It is in the Civil Procedure Rules at rule 44.2(2).
The time limit to contest a will in the Australian Capital Territory is six months from the date of probate. The court can only make an exception under the Family Provision Act 1969 for a late Family Provision Claim if it judges that there is sufficient cause.
Costs to defend a contested will
There is a common misconception that the costs of a claim will automatically come out of the estate and this is not necessarily correct. The judge has a discretion and the usual rule follows that the losing party pays the successful party's costs.
Making a claim on an estate when there is a Will
Any children, estranged or otherwise, are entitled to make a claim on their parents' estates if they feel that they have not been sufficiently provided for in the Will. To make a claim on someone's estate, you must apply to the Court.
Yes, if you ultimately succeed in proving that the will is invalid, then a will can be overturned after probate. But contesting a will at this stage is complicated, and you risk incurring expensive legal costs if the court finds in favour of the executors.
Studies have shown that contesting of Wills in Australia has an average of 74 percent of Family Provision Claims in Australia which are successful. The success rate in Queensland is even higher at 77 percent.
In New South Wales, the overall success rate of contesting a will is approximately the same as the national average, about 76 %. As mentioned, NSW also has the highest number of family provision claims in the country and is responsible for around 60 % of all contested estates.
To successfully contest a will, a person must demonstrate financial need, and establish that in light of this need, the deceased should have made greater provision for them. As a result, the applicant's financial situation is of particular importance to the application, as is his or her relationship with the deceased.
When it comes to the process of contesting a will, there is no legal requirement for a solicitor to be instructed. There is absolutely nothing stopping someone from dealing with a will challenge.
In fact, a will can be challenged up to 12 years from the death of the testator.
The time limit is only 6 months from the date of issue of the grant of probate or grant of letters of administration. Given this very short time limit it is really important that legal advice is sought immediately in order to ensure the claim is made in time.
There are a number of different types of decision a judge might come to in these cases. They may decide that the Will is valid and that the executors should continue to administer the estate in accordance with it. They may decide to remove an executor from a Will or appoint a new one.
As a beneficiary, you technically don't have any “rights”. What you do have is the ability to force the executor to perform their duties to the estate. Their duties include, among other things, obeying the valid terms of the Will and acting reasonably when handling the estate property.
Can a Child Be Disinherited? Generally, yes, it's possible to disinherit a child and prevent them from receiving any assets from your estate after they pass away. To disinherit a child you'd need to explicitly state in your will that you do not wish for them to receive any of your assets.
To ensure that the will remains unchallengeable, it must be certain in terms of its objects, as far as possible clearly identify the property to be bequeathed, and name the beneficiaries on whom the property will devolve upon the demise of the testator (i.e., the person making the will)."
Under what circumstances can a will be challenged? A. As per the law, anyone above 18 years can make a will. It can be challenged on the basis of senility, dementia, insanity, or if the testator was under the influence of a substance, or in some other way lacked the mental capacity to form a will.
There is a common misconception that, as a child, you are automatically entitled to receive something from your parents' estates. In fact, there is no legal obligation on a parent to provide for their child, or children, after they die and when they are making a will.