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Avoid a Will Contest?

By Barry Peters | Jul 25, 2019

Are there ways to avoid a Will contest? Yes. Several.

To understand this topic, it is important to start with this truth: You have the legal right to leave your estate to whomever you desire. You have no obligation to include anyone that you’d rather leave out.

Steps to Avoid Will Contest

With that as the backdrop, what steps can you take to decrease the possibility of a Will contest?

First, you must leave a Last Will and Testament or a Living Trust. Without such a document, the state of Idaho dictates who will inherit your property and possessions. That will likely include those you want to exclude unless you state your wishes in writing.

Second, in your Will or Trust, simply naming your heirs is a great start. If your list of heirs does not include certain people, then the courts will assume that was intentional on your part.

Third, if you want to shore up that decision, you can simply add a provision that effectively says, “If I left you out of my Will, I left you out on purpose.” That sends an even stronger message to the courts to not second-guess your decision.

Finally, if you want to really nail down your decision, you can name those who you want to exclude by name. Saying, for example, “I don’t want my brother, John Doe, to receive any of my estate under any circumstances.” Normally this “in your face” approach is not necessary unless you are convinced that your brother is prone to litigation. But, if he is, this sends an even stronger message to the judge after you’re gone.

One last step can be taken if you are concerned that someone in the family may try to argue that you were mentally incompetent to make the Will that left them out. If that is the case, shortly after you’ve made the Will, you should visit with your doctor and ask for a letter confirming that you have the requisite mental capacity to make a Will. Then the original of that letter should be stored with your Will. This final tool will make it essentially impossible for a Will contest to be successful.

Conclusion

It is our practice to always include the first, second, and third lines of defense listed above in any Will or Trust we prepare. And, if you have a concern about a specific family member, we will add the final provision.

Client Reviews

Daniel made the entire process simple and easy to understand. He took our questions and made sure we understood all the legal aspects and responsibilities seamless.

Neal V.

We want to thank Matt, he was very helpful in answering our questions and walking us through the process of setting up our Family Trust.

Charlotte G.

Marcus West was so helpful in setting up our trust. We had several questions and a lot of properties to manage. He was professional & has a great personality.

Pamela B.

Ben, you were very thorough in your explanations, answered all of our questions & we would be happy to put our names to referrals for you.

Darrell C.

Hello, Ben. Thank you for your assistance with out trust. Your simple, concise, efficient instructions and explanations were easy to understand and follow. We were pleasantly surprised how quickly you were able to get everything set up and ready to go.

Desta R.

We wanted a trust/will set up and Daniel was great to work with. We got scheduled pretty quickly and once we had our initial conference call, Daniel had all the paperwork completed within a week. I highly recommend.

Whitney S.

We were perfectly satisfied & would recommend you to others. Our banker and other people we had to go to said you did a good job.

Gary & Carol C.

We appreciated your patience with us in answering our questions & your expertise in getting the title to our home & beneficiaries on our IRA’s completed. Thank you for your time.

Anthony & Julie A.

It was a pleasure working with you, Ben. Thank you for updating our Living Trust and fitting us into your busy schedule in such short notice.

Denise Z.

Thank you, Matt! We are so grateful we chose you as our Trust Attorney. It’s a good feeling to have this taken care of.

Carol D.

Everything went smoothly and well. Marcus was organized and professional. He was able to answer all our questions and guide us on the best path for us to take. Thank you, Marcus.

John & Joy G.

You made the process simple and straightforward by answering my questions and preparing the documents in a timely manner. The list of things to do after signing was clear and concise. Thank you!

Jane W.

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