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Do I need to dispute a Will before it goes to Probate?

It is always better for claims which challenge the validity of a Will to be brought before any Grant of Probate is issued because it is possible that distributions may have been made before your claim is raised, which can make recovery of assets more difficult.

In order to stop a grant being issued, a document known as a caveat can be lodged at the Probate Registry.  This is often the first step in disputing the validity of a person’s Will, and it is a step which we can assist you with.

Related FAQs

What rights do grandparents have to see their grandchildren?

In most circumstances, grandparents do not have an automatic legal right to see their grandchildren. They can, however, ask the Court for permission to apply for a Child Arrangements Order which will set out who the child is to spend time with. When deciding whether to grant permission, the Court will consider the nature of the proposed Application, the grandparent’s connection with the children and whether the application would disrupt the child. A successful permission Application will not automatically mean grandparents will get an Order to see the children, but it is the first stage of the 2 stage process completed.

If permission is granted, the Court will then determine the Application for a Child Arrangements Order. The Court will consider the welfare checklist (https://www.legislation.gov.uk/ukpga/1989/41/section/1). The children’s best interests are the Court’s paramount consideration. The Court will take into account any hostility between the parents and the grandparents and consider whether there is any risk of emotional abuse to the children by being caught in the middle of an adult conflict.

If possible, any disagreements regarding grandparents seeing their grandchildren should be resolved through mediation, family therapy or any other alternative dispute method before the Court process is utilised. Grandparents should also be aware that although they will want to see their grandchildren as much as possible, this must be balanced against setting contact at a realistic level which is workable for the children in the circumstances of the case.

How do I carry out a Right to Work check during the Covid-19 pandemic?

The Home Office has provided useful guidance on how to carry out a compliant Right to Work check using the temporary adjustments in place for Covid-19. In summary:

  • You will need to ask the job applicant to send you digital copies of their original documents, for example by scan, photo or mobile app.
  • Hold a video call with the job applicant and ask them to show their original documents on camera so you can check them against the digital copies you have already received.
  • On the date you made the check, record that you have done this by using the following wording “adjusted check undertaken on [insert date] due to Covid-19”. Evidence of right to work checks still need to be held securely either in paper or electronic format.
  • You can use the online RTW checking service where the job applicant has Biometric Residence Permit or pre-settled or settled status under the EU Settlement Scheme. You should do this whilst on the video call with the applicant/employee, and you must first obtain their permission to view their details on this scheme.
VIDEO: Force majeure during the coronavirus pandemic

Commercial partner Damien Charlton explains the basic principles of force majeure, and how they are relevant in the current extreme circumstances caused by the Covid-19 pandemic.

What if I think the Will has been fraudulently obtained?

It is not unheard of for potential beneficiaries to produce a fraudulent or forged document which they say was prepared and signed by the testator. In these circumstances, detailed investigations need to be undertaken in order to establish the authenticity of the document which is produced, particularly if there was apparently no other parties involved in its preparation apart from the testator and the person who would benefit under the Will.

Is it possible to proceed with a hearing in person for any COP matters?

Any hearings attended in person will need to be approved by the judge hearing the matter, if necessary, in consultation with the regional lead COP judge. Such requests are highly unlikely to be granted during COVID-19 unless there is a genuine urgency. However, it is deemed to be appropriate matters are likely to be adjourned on the basis that a remote hearing is not possible and a hearing in person is not safe or possible.