You will find a number of videos below that will help you gain a general understanding of the various issues that arise in respect of disputes over wills and inheritance issues.
Courtwingman can help review your case as to its merits and likely value, as well as advise you on the correct procedure. For example, you may need to know what immediate steps to take to prevent probate being granted and what time limits apply. You may wish to know whether it is an inheritance claim, or better brought as another cause of action, such as invalidity, undue influence, mental incapactiy and so on. You may want advice on the tax implications. A crticial area, where we ourselves have good trial experience, is promissory and proprietary estoppel.
We also advise and help people who may already have a law firm representing them, but want to get a second opinion. This might be because your law firm is better at administering estates and drafting wills than it is at litigation. Not all law firms that draft wills are equally skilled at litigation. (And vice versa.) For instance, some firms will not consider “no win no fee” retainers. Although only selectively used in certain cases, a no win no fee retainer can be important to a party who is without funds in a claim against an opponent with deeper pockets.
If there is a risk that your matter is contentious, make sure you have found the right lawyer and are not bumped sideways to a completely different lawyer in the same firm. And be alive to the fact that the lawyer who drafted the will and is administering the estate may not be a litigator.
Please note that this is an area of law where we advise against conducting the litigation on your own. The law and procedure is just too technical.
If you do decide that you need full representation, we can refer you to one of the preferred law firms on our home page or our main partner law firm, South Bank Legal. The solicitors who work at Courtwingman do also work as consultant solicitors to Southbank Legal, with their own litigation caseload and have close connections with the other law firms.
But if you just want advise early on as to whether you should invest time and money in a dispute, or at key stages, then Courtwingman represents extremely good value for money. If expert legal opinion is required, we also have experienced counsel to hand. In fact, we sometimes turn away cases and send clients to direct access barristers.
We are always looking to give you commercial as well as legal advice. One hour legal surgeries can be invaluable in covering these sorts of issues.
If you do not find an answer to your question in the videos (and please be aware that you will need to tailor the law to the specific aspects of your case, as these videos are for general-guidance-only), then email hello@courtwingman.com and we can book you up for a one hour legal surgery. Please forward any relevant documents, such as a will or a letter from an opponent rejecting a claim, so we can look at them together during the call.
In this vlog I look at the perils and pitfalls of bringing a claim against an estate, especially if you are unrepresented and I use an actual claim we are running for promissory estoppel, where a will is being challenge because the deceased made an earlier promise (which she is “estopped” for backing out of, even after her death) …
I am afraid you almost certainly will need legal advice at some point in what is a complex area...
Firstly, there are dangers if you do not bring the right head of claim (or cause of action - the "gateway" to access to justice). Is it a promissory estoppel claim, an inheritance act claim, or a claim for lack of testamentary capacity? Etc. It can be expensive if you bring your claim wrongly, even if you are subsequently vindicated in the merits of the case as they other side may apply to strike out the wrong head of claim which could have costs consequences.
Secondly, be aware that in a specialist area, or indeed in county court cases generally, costs can also be racked up against you if you miss court deadlines and do not read court orders properly and fail to consult the rule book - the Civil Procedure Rules: http://www.justice.gov.uk/courts/proc...
Thirdly, make sure you have the right court and have brought it in the right way according to the claim value and the type of claim your are bringing. There are special district registries for challenging wills and so you should not assume it will automatically go into a normal county court.
I close by laying out how you can approach us for legal advice and to do so in a way that will save you money! I think reduced no win no fee is good for this type of claim. A lawyer is thereby incentivised to win, as part of their fees will only be paid upon a successful result. This avoids the danger of "taxi meter" problems, where you do not know how long the journey is going to take and how much the fare will be.
The general rule is that you can do what you want with your will and so cut out your children. But the Inheritance Act 1975 does cut against this general rule at times …
In this vlog I look at the legislation and how the courts haev applied it. I look at the landmark case of Ilott v Matson (in its final hearing in the Supreme Court it is Illot v Blue Cross - the charity that her mother left all her money too).
In that case, although she lost her appeal to the Supreme Court, she did nevertheless receive something, which was £50,00. (But not the £150,000 she had hoped for.)
This reiterates the point that the court may look widely at the financial needs of a disinherited child at times, under the reasonable financial provision clauses of the Act.
It is interesting to note that the judgments refer to the fact that Mrs Illot was on benefits and quite a drain on state subsidy - and so a ruling for her was saving money from the public purse.
What if you are an adult child and have been cut out of a will, can you make a claim? I look at the position in terms of the state of the law on whether you can actually cut a child (or anyone else) out of a will or whether there is always a danger of a claim, for instance under the Inheritance Act 1975 …
The parent feel this is justified if, for example, they had helped them out many years earlier, such as buying them a house etc. Or maybe they just wanted to leave everything to the Battersea Dogs Home!
The truth is that you cannot fully insulate yourself in your will, even with a letter of wishes, and there is always the danger of an Inheritance Act Claim if the court feels that reasonable financial provision has not been made in the will and the adult child has financial needs.
Links mentioned in the video: Inheritance videos - • Video Illot v Mitson - https://www.supremecourt.uk/cases/uks...
I look at the fear that people have about bringing a claim under the Inheritance Act 1975 or challenging a will in the UK, about the dangers of having to pay your opponent’s legal bill if you lose. Is this a real fear or a fanciful one? Listen on….
It is important to appreciate that no win no fee deals with lawyers only means you do not have to pay their fees if you lose. But what about your opponent's legal bill if you lose?
This is where "After The Event Insurance" comes in. (ATE - you pay the premium at the end, not at the beginning.) This is commonplace in the personal injury sector but not at all commonplace outside it.
Although the law allows it in practice many law firms will not do no win no fee (and you you will not get ATE without it), but it seems to us that in a contested will case where there is an estate the risk is worth it for the law firm.
As for ATE - it means that, if you win, you will pay an insurer some of your winnings, but if you lose you pay them nothing. The premium cannot be paid by your opponent.
It is a lump sum paid out of winnings at the end of the case, but be warned that there is often a smaller up-front fee for this insurance.
Myself and Richard Parsons discuss issues around bringing claims (and defending claims) in the area of contested wills & probate. 1 hour podcast.
How do you deal with matters, whether you are a litigant in person, an executor, or you just need some legal advice to help you get your head around this type of claim?
We cover: …
1. Heads of claim (the "gateways" to accessing justice)
2. Quantum (value of the claim and settlement)
3. Legal costs & the fear of exposure to an opponent's costs
4. How to choose your lawyer
5. Conclusion & future podcasts
Here are some of the typical questions we are asked:
I am an adult child who has been cut out of a will, can I bring a claim and what are my rights?
I was living with the deceased and feel that I am entitled to some benefit from the will. What can I do about it and will I fall under the inheritance act provisions?
What if someone dies without a will (“intestate”)? Who is appointed the executor and can you make an application to be appointed as administrator of the estate?
What if you were not in the will, but the deceased promised you a share, for example where you worked in a business and believed that the work you put in meant you were going to inherit the business? (This is commonplace with farms.)
Can the will be set aside through duress, invalidity, mental incapacity, lack of form or approval? What do these terms mean?
What is a grant of probate? Can I stop someone who has a grant of probate but I disagree with it?
What court should I use?
What is a caveat and what is a warning?
Is my case too technical for me to run alone?
Is it always necessary to get a grant of probate?
What are the time limits for bringing claims challenging a will or an inheritance?
How do I deal with the taxi implications of inheritance?
Do please email us if you have an area of interest you do not think we have covered and we will add it to our list.