National Grief Awareness Day is a chance to reflect on the impact of losing a loved one and the challenges families can face during an estate administration.
While many estates are dealt with smoothly, grief can sometimes be made worse by disagreements over a deceased person's wishes or the actions of those who have been trusted to administer their estates.
As contentious probate solicitors, we frequently see disputes arising during what is already a very difficult time for families.
Recent research found that applications for caveats increased by 12% in 2025 compared with 2024.
Understanding the most common causes of Will disputes can help people take proactive steps to reduce the risk of conflict in the future and ensure their wishes are carried out as intended.
Our Contentious Probate Lawyers explore some of the most common disputes we encounter relating to Wills and estates.
Challenges to the Validity of a Will
One of the most common disputes in this area involves allegations that a Will is invalid.
There are limited grounds to challenge a Will which are:
- The deceased lacked testamentary capacity to make the Will.
- The Will was not properly executed.
- The deceased did not understand or approve the contents of the Will.
- The Will was made as a result of undue influence.
- The Will is a fraudulent document or has been obtained through forgery.
Where a Will is found to be invalid, the estate will instead be distributed under a previous Will or, if there is no previous Will, the intestacy rules.
If the latter, the estate will be distributed amongst family members according to a strict order of priority.
To have a viable claim, you must obtain evidence in support of whichever ground you are relying on. What type of evidence you need depends on both the ground relied on and the individual facts of the case.
Claims Under the Inheritance (Provision for Family and Dependants) Act 1975
Sometimes the concern is not whether the Will is valid, but whether it makes reasonable financial provision for an individual.
Under the Inheritance (Provision for Family and Dependants) Act 1975 (“the Act”), certain people can make a claim against an estate for provision to be made for them.
This includes spouses or civil partners, children and any individual who was financially dependent on the deceased.
The court has the power under the Act to adjust the distribution of an estate to ensure a reasonable provision is made.
These claims often arise when a loved one is unexpectedly excluded from a Will or receives less than they need for day-to-day living.
All claimants other than spouses/civil partners must have a maintenance need to pursue a claim. This means they must be in some financial difficulty.
Claimants who are comfortable or well-off would generally not have strong claims.
A claim under the Act has a strict time limit by which you must begin court proceedings by which is six months from the date of the Grant of Representation.
If you miss this time limit, you may not be able to pursue the claim any further.
Disputes involving a Executor
Executors play a vital role in administering an estate.
However, executor disputes can and do regularly arise when beneficiaries become concerned about how an executor is carrying out their duties.
Common complaints we see include:
- Delays in the executor administering the estate;
- Poor communication from the executor;
- Failure to provide estate accounts or other relevant information/documentation;
- Mismanagement of assets; or
- Allegations of conflicts of interest.
If you are worried about an executor’s conduct, you should initially consider writing to them to set out your concerns formally.
This can often help to clarify any misunderstanding and provides the executor with an opportunity to rectify any wrongdoing.
Having the executor’s responses in writing can also be helpful if court proceedings are required later on.
In serious cases where the executor’s conduct is to the estate’s detriment, the Court can remove and replace an executor with someone else. This can be a family member, friend or someone completely independent such as a solicitor.
Disputes Between Beneficiaries
Even when a Will is valid, disagreements between beneficiaries are common.
These disputes are often not just about the legal or financial position, but about different expectations, perceived unfairness and unresolved family problems.
For example, one beneficiary may feel that another has received preferential treatment, or there may be disagreement over whether a property should be sold now or retained for the long term.
If not addressed early, disagreements between beneficiaries can delay the administration of the estate, increase legal costs and place further strain on family relationships.
In many cases, clear communication, early disclosure of relevant information and taking legal advice at an early stage can help narrow the issues and avoid the dispute escalating.
Undocumented Promises and Proprietary Estoppel Claims
Silence during a lifetime is also often at the core of proprietary estoppel disputes.
We regularly encounter situations in which someone claims they were promised a property, business, or other asset, only to discover after death that there is no written record and no mention of it in the Will.
These cases frequently arise when assurances are given informally, behind closed doors, and are never properly documented or explained to others.
Problems arise when the deceased changes their mind about leaving the asset as they had assured the person they would, and does not explain this decision to the person.
When intentions are not recorded in writing or discussed openly, expectations can grow unchecked.
Family members may shape life decisions around those promises, for example, working in a family business, caring for the deceased, or remaining in a property believing their future is secure. It is only after death that the conflict surfaces.
These circumstances can give rise to proprietary estoppel claims, in which the court will seek to give effect to the broken promise.
Such disputes are often emotionally charged and difficult to resolve, relying heavily on piecing together past conversations, conduct, and assumptions.
In many cases, the dispute could have been avoided had the deceased clearly set out their intentions during their lifetime or ensured their Will reflected the promises they had made.
Claims Involving Financial Abuse
An increasing number of disputes involve allegations that the deceased was financially exploited before their death.
These claims may involve allegations that someone:
- Persuaded the deceased to transfer assets to the person in question;
- Withdrew money from bank accounts; or
- Used a Power of Attorney improperly.
These concerns often only come to light after death when executors review the deceased’s paperwork and notice unusual transactions or significant gifts made shortly before death.
Financial abuse claims can be difficult to prove because you will often need to establish whether the deceased freely agreed to the transactions and whether they understood what they were doing.
Evidence such as medical records, bank statements and contemporaneous correspondence can all be helpful.
Missing Wills
When the original Will cannot be located, questions arise about what happened to it – for example, whether the Will was simply lost or if the deceased intentionally destroyed it.
In the absence of evidence to the contrary, the Probate Registry will assume the deceased destroyed the Will with the intention of revoking it.
If there is evidence that the original Will was lost rather than destroyed, it can be possible to apply for a Grant based on a copy of the Will.
It can be difficult to prove copy Wills and so it is important to gather as much evidence as possible to support your position.
Rectification and Construction Claims
Sometimes a Will is valid, but its wording does not reflect the deceased’s intentions or is unclear.
Examples include a gift being left to the wrong person, an incorrect description of a beneficiary or the wording of the Will being capable of more than one interpretation.
Two claims can arise here:
- Rectification claim - where the Court is asked to correct a Will that does not reflect the deceased’s intentions due to a clerical error or a failure to understand the deceased’s instructions.
- Construction claim – this claim asks the Court to decide on the true meaning of ambiguous wording in a Will.
The evidence from the Will draftsman’s file is often crucial to these claims and so it is important to obtain this as early as possible.
It is also important to act promptly as rectification claims are subject to a strict time limit by which you must begin court proceedings by which is six months from the date of the Grant of Representation.
If you miss this time limit, you may not be able to pursue the claim any further.
Dying Without a Will: Intestacy Disputes
One of the most frequent triggers for a dispute is the absence of a valid Will, i.e. when a person dies intestate.
When someone dies intestate, their estate is distributed in accordance with the intestacy rules, which are set out in law, regardless of their personal wishes.
This can lead to significant problems arising, particularly for unmarried partners, stepchildren, or others who were financially dependent on the deceased but are excluded under the intestacy rules.
These circumstances often form the background to claims being brought against the estate.
Final Thoughts
Contact Our Contentious Probate Team
If you are concerned about the validity of a Will, believe you have been unfairly excluded from an estate, or are facing difficulties during the administration process, seeking specialist contentious probate advice at an early stage can help you understand your position and explore the options available to you.
Our specialist contentious probate team is here to support you with clear guidance and practical solutions. If you need advice, don’t hesitate to get in touch.