Blog Post

4 Ways a Professionally Prepared Will Stops Probate Battles

  • By Admin
  • 27 Jun, 2019
Wooden Gavel And Document

Probate court is where a judge decides on the legal distribution of property among the living heirs. If a will exists, the judge reviews the document and decides on its validity.  All beneficiaries in the will receive a notice and can attend the hearing. Problems can arise when no will exists, when the document has errors, or if someone suspects fraud of some kind.

Below are some reasons why having a professionally prepared will can help prevent a probate battle.

1. The Document Clearly States Your Wishes.

A will avoids the danger of a long-absent relative arriving at the probate hearing to demand a share of the estate. A probate lawyer works carefully with their client to make certain the paperwork covers all assets and distributes everything as the individual prefers. The process includes the appointment of executors and often the addition of other legal documents.  

It is unlikely a judge will take the word of someone uninvolved with the family over a reliable, professional attorney hired by the now deceased individual to help with this effort. The preparation of a will saves time and money for the beneficiaries. It cuts down on the likelihood of future court hearings as well as the expense of the initial probate hearing.  

2. Professional Wills Are More Reliable Than Handwritten Documents.

Handwritten wills, often known as holographic wills, rarely meet the standards required by modern law. Too often the writing of the document took place without witnesses and never received a notary stamp. Most courts around the country refuse to accept these as genuine documents because it is difficult, if not impossible, to prove their validity.  

Concerns also exist for more modern holographic wills like the ones written with the help of online templates. Many people use these documents because of their simplicity but the generically written forms may not meet all state guidelines. Again, the paperwork becomes invalid if it does not have a notary stamp and signatures from witnesses.

3. Wills Protect Gifts to Friends and Causes.

Family members often verbally agree with their loved ones about sharing an estate with a charitable group or friends. However, many people do not follow through with their promises after someone dies. A will is a safe way for people to have the assurance their gifts reaches the people and places they wanted after they pass away.

Unrelated individuals do not have the right to contest a decision in a probate court. However, other family members may step in if they feel their relatives are not honoring the wishes of the deceased. The argument may drain the assets in the estate so much that the gifts become impossible to give.

People have the legal right to include anyone they wish in their will and to divide the assets as they like. A lawyer ensures the wording in the document clearly expresses the wishes of the writer to avoid probate battles based on semantics.

4. Wills Prevent Undue Influence.

Undue influence can happen when anyone bullies an elderly person into a will change to benefit themselves. It is a common concern for people suffering from dementia, as they may not realize the damage caused. Family members may need to fight long battles to stop this type of theft.

Any sudden and extreme change in a will, especially in the later years of life or after a diagnosis of a dementia-related disease is a red flag for judges. The real beneficiaries are safest when a well-written, thoughtful, and professionally prepared will exists before this attempt takes place. Reputable attorneys know the signs of coerced will changes and typically refuse the service.

At The Law Office of Carla D. Allen, our attorneys create binding, probate-safe wills that ensure all beneficiaries receive the gifts you want them to have. We also offer many other options to review to make certain that you prepare properly based on your own family situation and financial status. Schedule a consultation today to discuss all your plans.
By Admin August 30, 2021
When you are expecting a new baby, you may not think about your new child will impact your estate plan and finances. Read on to learn how to prepare.
By Admin June 30, 2021
If you plan on donating a part or all of your estate to charities of some kind, you need to learn more about estate planning to avoid mistakes.
By Admin May 7, 2021
Irresponsible estate planning could increase strife in your family. If you are concerned about potential disputes, use these tips to minimize the risks.
By Admin March 4, 2021
Are you planning to become the guardian of one or more children? Learn about a few types of child guardianship and some challenges you may face.
By Admin January 5, 2021
If you have been named as an executor fora person who has recently passed away, you may be confused about your next steps. Read this blog to learn more.
By Admin November 5, 2020
A good estate plan doesn't treat all beneficiaries the same. Some beneficiaries deserve special treatment. Discover some of these beneficiaries.
By Admin September 1, 2020
You have good reasons to talk with heirs before and during estate planning. Learn about five important subjects to address before drawing up your documents.
By Admin June 30, 2020
Does a loved one need a conservatorship? What is a conservatorship, and how can you pursue one? Learn a few key answers about this specific legal tool.
By Admin April 29, 2020
What is voluntary guardianship? Whether you're a parent or a perspective guardian, learn what you need to know about this guardianship option.
By Admin February 28, 2020
One of the main types of guardianship is known as a guardianship of the estate. Here are some frequently asked questions about this important legal concept.
Show More
Share by: