Share on Facebook
Share on Twitter
Share on LinkedIn

Contesting an inheritance is a legal challenge that arises when individuals believe a will or bequest does not accurately reflect the decedent’s intentions due to issues like fraud, undue influence, or lack of testamentary capacity. This process requires individuals to present valid grounds for their claims within a specific timeframe, emphasizing the need for prompt action. Eligibility to contest is generally limited to interested parties who must navigate through probate court proceedings to assert their rights.

Understanding Inheritance Contesting

Contesting an inheritance involves legally disputing the validity of a will or certain bequests contained within it. This action is typically taken when there are suspicions that the will does not truly reflect the deceased’s wishes. Common reasons for such challenges include beliefs that the will was created under duress, the testator was not of sound mind, or there was outright fraud involved. To initiate a contest, one must have a legitimate connection to the estate, such as being a direct beneficiary or closely related to the deceased. The process requires substantial evidence to support claims of impropriety. It’s not about dissatisfaction with the inheritance received but hinges on proving legal deficiencies in how the will was made or executed.

Who Can Contest an Inheritance?

Only certain individuals with a direct interest in an estate, known as “interested parties,” are eligible to contest an inheritance. This group typically includes immediate family members like spouses and children, as well as anyone named in the will or a previous version of it. In some cases, creditors with claims against the estate might also have standing. The legal concept of “standing” determines who has the right to initiate a contest, ensuring that only those with a legitimate stake in the outcome of the will’s validation process can challenge its provisions.

How to Contest an Inheritance

Contesting an inheritance is a structured process that necessitates legal action. If you believe a will does not accurately reflect the true intentions of the deceased due to undue influence, fraud, or any other valid reason, here are the steps to initiate a contest:

  • Consult with an Estate Litigation Attorney: An experienced lawyer can help assess the merits of your case and explain the legal options available.
  • Review the Will and Estate Documents: Understand the contents of the will and identify any inconsistencies or areas of concern.
  • Gather Evidence: Collect any evidence that supports your claim, including medical records, witness statements, and documents that might question the validity of the will.
  • File a Petition: Submit a formal challenge in probate court, specifying the reasons for contesting the will.
  • Attend Court Hearings: Participate in hearings where both sides can present their case and evidence.
  • Mediation or Trial: Depending on the case, it might go to mediation to seek a resolution or proceed to trial for a judge’s decision.

Throughout this process, your attorney plays a key role, in drafting necessary documents and representing your interests in court. Successfully contesting a will requires not just proving your standing but also presenting compelling evidence to challenge the will’s validity.

Potential Outcomes of Contesting an Inheritance

When contesting an inheritance, the outcomes can vary widely depending on the case’s specifics. A successful challenge may result in the invalidation of the current will, leading to the enforcement of a previous version or, in the absence of any will, the distribution of assets according to state intestacy laws. Alternatively, the court may decide to amend the distribution of assets. In some cases, parties may settle before a court ruling.

Get Help Contesting an Inheritance

Randall J. Borden possesses the insight and dedication needed to assist with your inheritance contest. With our thorough understanding of estate law, he can advocate for your best interests. If you’re facing challenges with an inheritance, don’t hesitate to reach out to us for support and guidance.

About the Author
Randall J. Borden is a seasoned attorney with over 30 years of legal practice in Virginia, specializing in family law. His extensive experience encompasses a broad range of family law matters, including but not limited to, Custody, Child Visitation, Divorce, Property Settlement, and Spousal Support. Randall's approach to law is client-focused, ensuring that each individual receives personalized attention and tailored legal strategies that best suit their unique situation. Throughout his career, Randall has built a reputation for being a tenacious advocate for his clients, while maintaining a level of compassion and understanding that is crucial in family law cases. His commitment to providing high-quality legal services is evident in his thorough preparation, meticulous attention to detail, and unwavering dedication to securing the best possible results for those he represents.