Why Wills Get Disputed
Wills are challenged for a range of reasons, and not all challenges carry the same legal weight. Understanding the grounds on which a will can be contested is the first step in assessing how serious the situation is likely to be.
Lack of Testamentary Capacity
The deceased did not have full mental capacity when the will was made — for example, due to dementia, medication, or illness.
Undue Influence
Someone exerted pressure on the deceased, overriding their true wishes. Often alleged in cases where a carer or new partner inherits disproportionately.
Fraud or Forgery
The will was fraudulently created or the signature forged. A relatively rare but serious ground with potential criminal implications.
Failure to Meet Formal Requirements
The will was not properly signed or witnessed in accordance with the Wills Act 1837, rendering it legally invalid.
Inheritance Act Claims
A person who was financially dependent on the deceased (including spouses, children, and cohabitants) claims they were not reasonably provided for under the Inheritance (Provision for Family and Dependants) Act 1975.
What Happens to Probate When a Will is Challenged?
The most immediate legal tool available to someone wishing to challenge a will is a caveat. A caveat is lodged at the Probate Registry and prevents a Grant of Probate from being issued. Without a Grant of Probate, the executor cannot legally deal with any of the estate's assets — including the property.
A caveat lasts for six months initially and can be renewed. If the executor or administrator believes the caveat has been lodged improperly or without good cause, they can issue a warning — a formal challenge to the caveat through the court process. The person who lodged the caveat then has eight days to enter an appearance to maintain it, failing which the caveat lapses.
How the Process Typically Unfolds
Caveat Lodged
Challenging party files a caveat at the Probate Registry. Grant of Probate is blocked. Estate frozen.
Pre-Action Correspondence
Solicitors exchange letters, evidence, and positions. Many disputes resolve at this stage through negotiation.
Mediation
Courts increasingly expect parties to attempt mediation before litigation. A successful mediation can resolve the dispute and unblock the estate within weeks.
Court Proceedings (if no settlement)
The claim is issued in the Chancery Division. Proceedings can take one to three years. Costs on both sides accumulate significantly.
Resolution and Probate Granted
Once the dispute is resolved — whether by settlement or judgment — the Grant of Probate can be issued or reissued, and the estate administered.
Can the Property Be Sold During a Dispute?
In most cases, the property cannot be sold while a caveat is in place or court proceedings are active, because no one has the legal authority to act on behalf of the estate. The Grant of Probate is what confers that authority on the executor.
However, there is an important exception: sale by consent of all parties. If every person with a legal interest in the estate agrees, the property can be sold with the proceeds held in a solicitor's client account pending final resolution of the dispute. This allows the estate to stop incurring ongoing property costs while the legal process continues.
Inheritance Act Claims: A Different Route
An Inheritance Act claim under the 1975 Act does not challenge the validity of the will itself. Instead, it argues that the will (or the intestacy rules where there is no will) fails to make reasonable financial provision for the claimant.
These claims must be brought within six months of the Grant of Probate being issued. Crucially, this means probate can proceed — and the property can in principle be sold — while an Inheritance Act claim is outstanding. However, executors must take care to retain sufficient assets to satisfy any potential award. Distributing the entire estate and then facing a successful claim creates serious personal liability for the executor.
Managing Property Costs During a Disputed Probate
One of the most pressing practical concerns during a prolonged dispute is the ongoing cost of maintaining the property. Mortgage payments, buildings insurance, council tax, and basic maintenance cannot be ignored simply because the estate is in dispute.
Where possible, the executor or administrator should seek to manage these from estate funds. If the estate has limited liquidity, it may be necessary to apply to the court for permission to deal with specific assets to cover essential outgoings. A solicitor experienced in contentious probate can advise on the most appropriate steps.
Once the Dispute Is Resolved: Selling Quickly
When a disputed will is finally settled — whether through negotiation, mediation, or court judgment — there is often a strong desire from all parties to bring matters to a close as swiftly as possible. Years of delay, legal costs, and family tension create an entirely understandable appetite for a fast, certain, and uncomplicated sale.
This is precisely where we can help. Once the Grant of Probate is issued or reissued following resolution of the dispute, we can move to exchange and completion within weeks. There is no estate agent, no chain, no survey renegotiation, and no risk of a buyer changing their mind.
Dealing With a Disputed Probate Property?
We understand the complexity. When the time comes to sell, we make it simple.