Will Contest (Challenging Validity of Will) in Florida
A Last Will & Testament in Florida must be specific––ambiguity creates space for challenges. Likewise, a Will must be executed properly, or else it again creates a situation where it can be challenged in probate court. Further, if there is more than one Will because prior Wills were not properly revoked, there again is a situation where a Will can be challenged after the death of the testator.
Challenges to a Will take up a lot of resources, particularly time and money. Sometimes a challenge is not genuine while other times, the challenge to a Will's validity, meaning, or purpose, is viable and worthy. At Asbury Law, our estate planning attorney in Florida will help you understand if you can successfully challenge a Will, and if so, how to do it. If you are the testator, our estate planning attorneys will make sure you understand how a Will can be properly drafted to avoid contests. Contact us at 904.203.8776 or fill out the online form to schedule a Free Initial Consultation (up to 30 minutes). In the meantime, here's an overview of challenges to a Will in Florida.
What is a Will Contest?
When a person dies, their Will is offered for probate. The Will proponent––the person asserting the Will's validity––has the burden to prove the Will was duly executed. When a person challenges the validity of the Will, the burden shifts to the person challenging it, who is known as the contestant or caveator. The remedy for the challenge is what's known as a Will contest.
Who Can Challenge a Will in Florida?
Not everyone can challenge a Will, and the precise groups of people who can depends on the state. However, most states recognize the following “interested parties” as people who can challenge a Will in probate court because, given the circumstances, they have legal standing to contest the Will.
Interested parties include:
- Beneficiaries of the will, or people who actually received property in it
- Beneficiaries of a prior will, but who have received nothing in the current one
- Anyone who would have inherited through intestacy law, but who received nothing in the will
- Creditors with a claim against the estate
To note, beneficiaries do not have to be family members but could be friends or organizations.
Grounds for Contesting a Will in Florida
An interested party who wants to challenge a Will must have a valid legal reason to do so. The grounds for challenging a Will can include:
- The Will does not comply with the state's legal requirements by, for example, not having enough witnesses or having a witness that was also a beneficiary
- Ambiguous provisions exist
- The Will was revoked
- A new Will exists
- Undue influence, fraud, or duress altered the testator's decisions in the Will
- The testator lacked the necessary mental capacity to write a will
- Claims the testator suffered from insane delusion, which occurs when the testator believes something that does not exist except in the testator's mind, and the delusion affected the testator's disposition of property
When an interested party contests a Will, that party has the burden to prove the allegations.
How to Challenge a Will in Florida
An attorney can help you challenge a will by filing a lawsuit in the probate court that has jurisdiction in the place where the testator died. These challenges have to be made quickly: The state's statute of limitations usually begins to run when the testator dies, and once it expires the will cannot be challenged.
However, many wills are written with no-contest clauses, also known as no-contest “in terrorem”. While these do not completely prevent challenges from being made, they do strip a beneficiary of what they received in the will if they mount a challenge and then lose their claim in court. Testators make frequent use of these clauses when they want to deter challenges.
Contact a Wills Lawyer in Florida Today
If you believe a Will that has been offered to probate is invalid for any of the above reasons, the Will can be challenged. A successful challenge depends on how well you put together your arguments and evidentiary support. Our probate lawyer in Florida will thoroughly review your situation, the Will, and other documentation, advise you on your options, and, if it's in your best interests, put together a strong case.
Contact us at (904) 203-8776 to schedule a free initial consultation to learn more.
_____________________
While many of our clients are from Jacksonville, Florida, and surrounding counties in Northeast Florida (including Baker County, Clay County, Duval County, Flagler County, Nassau County, Putnam County, and St. Johns County), Asbury Law serves individuals and corporate clients (e.g., family-owned business, single-member LLCs, and much larger and/or publicly traded companies) throughout the State of Florida.
Contact us at (904) 203-8776 today!
