Challenging a Will: How to Fight for Your Inheritance

Picture of Mick Grant
Mick Grant

Founder and Writer

Competent Attorney for Will Disputes in New York

Disputing the validity of a will can be a challenging and emotional journey. Morgan Legal Group, situated in New York City, specializes in a variety of legal areas including estate planning, probate, guardianship, elder law, wills, and trusts. Our team of skilled lawyers is committed to upholding the true intentions of the deceased and safeguarding the rights of beneficiaries.

Considering Challenging a Will?

Challenging a will can be a complex process with various legal grounds to consider. The rise in blended families and second marriages has added layers of complexity to estate distribution and spousal rights. It is essential to engage the services of a highly experienced will dispute lawyer in New York to ensure the proper defense of the decedent’s wishes.

Challenging a Will in New York

If you find yourself in a situation where you need to challenge a will in New York, the burden of proof lies with you as the challenging party. You must establish one of the following grounds:

  • Improper Execution: A will must be correctly signed by the testator and witnessed by at least two individuals. Any discrepancies in signatures or drafting can lead to a will being contested.
  • Lack of Mental Capacity: If it can be proven that the testator was not of sound mind when creating the will, it can be deemed invalid. The testator must have been aware of their assets and the beneficiaries at the time of signing.
  • Undue Influence, Duress, or Fraud: Coercion or fraud in the execution of a will can render it invalid. Expert knowledge of will contest laws is crucial in handling such allegations.
  • Discovery of a Second Will: A newer will can replace an older one if proven valid. It is important to act promptly in estate litigation matters, as contesting a will becomes more challenging once it has been accepted for probate.

Time Frame for Contesting a Will in New York State

Beneficiaries have 12 months from the date of death to contest a will in New York. However, if the claim is based on fraud, there is no time limit for contesting the will.

The legal team at Morgan Legal Group has extensive experience in handling cases in all Surrogate Courts in the New York Metropolitan area. Our attorneys are well-equipped to handle will disputes, trusts, and estate litigation, ensuring the protection of heirs’ rights in all estate matters. Reach out to a lawyer specializing in will disputes today!

Comprehensive Estate Litigation Services

Morgan Legal Group offers a comprehensive range of services to address estate litigation and fiduciary duty concerns:

Estate Planning

Effective estate planning is crucial for ensuring the smooth distribution of assets according to your wishes. Our attorneys provide personalized estate planning services encompassing wills, trusts, powers of attorney, and healthcare directives.

Probate

The probate process can be intricate and time-consuming. Our experienced probate attorneys guide executors and beneficiaries through the process, ensuring the decedent’s wishes are respected.

Guardianship

Establishing guardianship is vital for safeguarding minors and incapacitated adults. Our attorneys assist clients in establishing legal guardianship to prioritize the ward’s best interests.

Elder Law

Elder law covers a range of legal issues affecting older individuals, including long-term care planning and protection against elder abuse. Our elder law attorneys offer compassionate and knowledgeable legal services to help seniors and their families navigate these challenges.

Wills and Trusts

Drafting a will or establishing a trust is essential for estate planning. Our attorneys assist clients in creating wills and trusts that align with their wishes and provide for their loved ones.

Steps to Challenging a Will

Challenging a will involves several key steps. At Morgan Legal Group, we follow a comprehensive approach to handle these cases effectively:

  1. Initial Consultation: Understanding the case details and grounds for contesting the will.
  2. Gathering Evidence: Collecting necessary evidence to support the claim.
  3. Filing a Petition: Submitting a petition to contest the will with supporting evidence.
  4. Discovery Process: Exchanging information and evidence with the opposing party.
  5. Mediation and Settlement: Attempting to resolve disputes through mediation.
  6. Trial Preparation: Extensive preparation for trial, ensuring readiness with evidence and witnesses.
  7. Trial: Presenting the case before a judge during the trial.
  8. Post-Trial Actions: Handling appeals or further legal actions if necessary.

At Morgan Legal Group, our estate and trust attorneys in New York provide personalized attention to address each client’s unique needs. We understand the challenges of will disputes and related

You might also enjoy

FAQ