What happens if somebody doesn’t have the mental capacity when writing their will?

What happens if somebody doesn’t have the mental capacity when writing their will?

In order for a will to be considered valid, the testator (i.e. the person making the will) must have sufficient mental capacity at the time of making or altering their will.

The problem is, the term ‘mental capacity’ can often be challenged. In a recent case, and father disinherited his daughter and left his entire estate to charity a few weeks before committing suicide.

The court found in favour of the charity on the basis that the testator had the necessary mental capacity to write out the will.

Such disputes can hinge on what is known as ‘testamentary capacity, i.e., whether the testator was of sound mind at the time and date of writing or altering the will.

If it is deemed that the testator (the person making the will) does not have the required mental capacity at the time of writing or altering the will, then the will can be considered invalid.

The test for capacity to execute a will is based on case law and a testator must:

  • understand the nature of making a will and its effects;
  • understand the extent of the property of which they are disposing;
  • be able to comprehend and appreciate the claims to which they ought to give effect.
  • have no disorder of the mind that perverts their sense of right or prevents the exercise of their natural faculties in disposing of their property by will.Remember that challenging a will or defending a challenge can turn out to be quite expensive in terms of legal fees, so it’s important you fully understand the intricacies of any such challenge or defence like this.If you’re not sure, please feel free to reach out to us, where we’ll put you in contact with one of our consultants.

Need to know more or you’d like to discuss your options?

As part of our partnership with The Care Workers Charity, Squiggle Consult will cover the cost of a simple Will (up to the value of £230) for you and your partner, to ensure you, your family and your estate are fully protected.

Simply book a consultation.

Alternatively, call us on 01233 659 796.