Each of our Will Challenge Attorneys regularly represents clients in defending and challenging the validity of wills and trusts. Typically, these disputes involve a challenge or contest the validity of a will or trust as a result of many factors, including, but not limited to, undue influence, forgery, fraud, and lack of testamentary capacity. Our years of experience focusing on these challenges allow us to explain these complex matters to clients in a simple, direct fashion. We work with clients to analyze the case’s strengths and weaknesses and to arrive at a plan of attack or defense that is in your best interest.
The Will Contest Lawyer helps you focus on the key issues. The heart of a Will Challenge is the belief that the offered Will does not reflect the testator’s actual intent or that the Will is otherwise invalid. A Will Contest begins with a formal objection to the validity of a Will. We file these formal objections in specific locations, such as the Register of Wills, Surrogate, or the Orphans’ Court. Specific procedural rules govern Will Challenges, and failure to follow these standards can lead to the case’s dismissal. It is of vital importance to correctly craft and file the initial Will Challenge Petition. If filed incorrectly, crucial issues might be later barred. For more detailed information, see my page “Will Contests for the Civilian Non-Lawyer.”
Just claiming that a Will does not reflect the deceased’s intent is not enough. There must be a legal basis and theory for dismissing the offered Will. Examples of grounds for a Will Challenge include:
If within the statute of limitations period, an interested party can challenge a Will.
A Will Contest that does not settle, and goes to trial, can take up to two years until completion.
An interested party can contest a Will. An interested party is someone who can demonstrate financial harm created by the Will.
Several reasons can make a Will invalid including Undue Influence, Duress or Coercion, Fraud, Forgery, and Lack of Testamentary Capacity.
In the context of a Will Contest, “Will Formalities” refers to the state rules regarding proper Will execution. For example, the number of witnesses and signature locations. If these rules are not followed the Will is not a Will.
A Will Contest begins when an interested party has their Will Contest Lawyer draft a petition spelling out the Will Contests’ basis, which is filed in the appropriate court.
Each state has a statute of limitations period. Contact our Will Contest Lawyer, let us know in which jurisdiction the Will falls, and we can tell you how long you have to contest the Will.
If the statute of limitations period has not passed, you can challenge a Will after it has been probated.
Grounds for a Will Contest include Undue Influence, Duress or Coercion, Fraud, Forgery, Lack of Testamentary Capacity, Superseded Will and Improper Will Execution.
A Will Challenge that does not settle and goes to trial can take up to two years.
The person contesting the Will pays his bill, and the person defending the Will pays her bill. Typically, the estate does not pay any portion of the contest expense.
The contestant must be an interested person, pay the costs involved and prove to the judge that the Will is not valid because of Undue Influence, Duress or Coercion, Fraud, Forgery, Lack of Testamentary Capacity, Superseded Will or Improper Will Execution.
When searching for an attorney experienced in Will Contests, use the search terms Estate Litigation Lawyer or a Will Contest Lawyer.
Before probate, have your Will Contest Lawyer file a Caveat. Quick action gives you the chance to review the Will before it’s acceptance into Probate.
If you need brain surgery, you go to a brain surgeon, not a general practitioner. Sure, a general practitioner can perform brain surgery but expect a messy result. The same holds true for a Will Challenge Attorney. Will Contest cases are highly technical. It takes years of practice in this specific area to accumulate enough experience and knowledge to both attack and defend a Will in a Will Contest.
A successful Will Challenge Attorney requires not only a litigator’s skills but also in-depth knowledge of the specific court overseeing the Will Contest as well as Probate, Estate Planning, and the interpretation of Wills and Trusts. Like brain surgery, these are skills impossible to pick up quickly. Only an experienced Will Contest Lawyer should be trusted to handle a Will Contest.
A Will Challenge Lawyer will likely reduce the estate litigation cost. By being familiar with the process and the court system, a Will Challenge Lawyer can more quickly identify and address issues. Experience with discovery methods and time-taught knowledge of what steps are usually successful help reach conclusions more quickly. In short, a Will Contest Lawyer saves you money.
If you have any questions about a Will Contest or any other estate law topics, please contact us to schedule a free consultation.
Our firm has managed successful Will Challenges, as well as successfully defending valid Wills from wrongful Will Challenges, throughout Pennsylvania, New Jersey, and Florida. Though headquartered in Philadelphia, our particular set of litigation skills are in demand near and far. Our litigation team focuses on estate matters. Few lawyers focus their entire practice on Estate Litigation, so when someone wants an experienced Will Contest Attorney to challenge a Will or defend a Will, they turn to us.
Affable...yet surprisingly cerebral estate planning atty. High marks all the way around.
Peter and his staff handled all of our needs in a very professional and timely matter.
Mr. Klenk has been easy to work with. I am confident he has given me good advice whenever I have called upon him. He has shown good work ethic and depth of knowledge in preparation of estate, wills, and trusts that I have worked with him on.
Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.
Peter has done our family's trust and estate work since our children were born. He is not only extremely knowledgeable and honest, but makes sure that our arrangements remain current with the changing legal landscape. I would give him my highest recommendation as a professional in his field.
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