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Trust Advice Darlington

Challenging An Estate After Someone Has Died

In England & Wales, a person is generally able to write a Will to distribute their possessions and wealth as they wish to do so or, if they have not written a Will, the Intestacy Rules stipulate who will inherit. There may however be occasions when there is cause for concern and someone may wish to either challenge a Will’s validity or the gifts under the Will.

Q1 – Can I challenge the validity of a Will?

The validity of a Will can be challenged on a number of grounds and the most common reasons are:

  • Invalid execution of a Will – there has been some error in creating the Will, for example it has not been correctly witnessed.
  • Undue influence – the deceased was manipulated into writing the Will.
  • Lack of Capacity – the deceased did not understand what they were writing or signing.
  • Fraud –  where perhaps a signature has been forged or the Will pages tampered with.

 

Q2 – Can I challenge the contents of a Will?

The Inheritance (Provision for Family and Dependents) Act 1975 enables a claim to be brought against an estate by certain classes of person who are financially dependent upon the deceased and have been excluded from a Will entirely, or not provided for adequately.

Generally, those entitled to bring such claims are spouses, cohabiting partners or minor children. In limited circumstances adult children may be able to bring a claim.

Where someone has acted significantly based upon a promise of inheritance, it may also be possible to claim.

Q3 – What are the time limits involved?

The time limits depend upon the type of claim being made, however there is often a strict 6 month time period after the Grant of Probate/ Letters of Administration are issued to the Executors/Administrators, so it is always better to seek legal advice as soon as possible.

Q4 – Can I get a copy of a Will? 

Once  a Will goes to Probate, it becomes a public document and you can apply for a copy from the Court. It is possible to lodge a search with the Court to see if Probate has been granted or be notified of when it is, and receive a copy of the Will.

Q5 – Can I stop Probate being granted if I have a claim? 

A ‘Caveat’ can be entered at the Probate Registry.  The caveat effectively places a block on the issuing of Probate and alerts the Court that their may be a dispute. A Caveat will last six months unless it becomes ‘sealed’, after which it can only be removed by agreement or Order of the Court.

Due to the short time limits to bring a claim, and often the emotional aspects of doing so, we would recommend that you speak to our legal experts as soon as practical to explore any potential claim you may have and your options.

 

Accidents at Work – Employers legal obligations remain during Covid-19

The Covid-19 outbreak has brought unprecedented challenges to our lives, both at home and at work.

Many industries have shutdown operations and/or furloughed their staff whilst lockdown is in place, whereas a great many other businesses remain operational and have increased recruitment to cope with increased demand. Retail and FMCG (Fast Moving Consumer Goods) production are good examples of businesses which have seen increases in profit and headcount during this crisis.

The fact that there is an ongoing public health emergency does not override the legal obligations placed upon in respect of employee safety. Employers continue to be placed under a number of statutory duties, including:-

  • Ensure the safety of the workplace and equipment within it.
  • Produce an assessment of the risk(s) posed to the health and safety of employees and make employees aware of those risk and how they should be reduced or avoided.
  • Provide appropriate lifting aids to eliminate the need for manual handling, if possible.
  • Implement measures to reduce the amount of manual handling carried out by employees
  • Provide PPE where required
  • Provide training and comprehensible instructions in respect of the work required and any potential risk to the employee’s health and safety
  • Provide suitable access equipment and safety measures where the work is carried out at height
  • Implement suitable safety measures to reduce risk to employees dealing with hazardous substances
  • Keep records of accidents occurring within the workplace
  • Report accidents to the HSE where the same meets the reporting criteria.

 

There is perhaps a temptation on the part of employers to put temporary employees to work as soon as possible, without providing the level of training, work equipment or PPE given to a permanent employee, however the law precludes this and requires the same standard of care be given to temporary employees as their permanent counterparts.

Furthermore, an employee who has not received proper training and instruction can be a danger to their colleagues and a potential liability to their employer. Would you allow an employee to use a piece of equipment such as a baler or fork lift truck if they have not been properly trained to use it?

It is also in the national interest for employers to ensure that they meet their legal obligations to take care of key workers in order to ensure that increased demand for their goods and/or services can be met and secondly, to reduce further potential strain upon the NHS caused by injuries to employees requiring treatment.

Whilst on the one hand, it is positive that businesses are recruiting to meet demand and help with the extraordinary national effort to overcome the current crisis, however it must also be remembered that key workers should be looked after and treated with the standards of care set out by the law.