• JC Serrano

Were You Cheated Out On An Inheritance?

Updated: Jun 5

Find An Estate Lawyer to Help You Challenge a Will


Wills and trusts, as well as the probate procedure in general, can be the most efficient and least time-consuming approach to ensuring that a decedent's assets are distributed to family, friends, and organizations. What happens when there are negative actors involved? Or if the most recent Will or Trust is invalidated because the decedent was unable to execute the documents due to mental or physical incapacity?


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Deception, bribery, and undue control can all be used to persuade people to act against their will. Caregivers, neighbors, and "mates" may create an environment in which family members are either ignored or physically excluded. The evil actors then "help" the individuals prepare a new Will or Trust that excludes the family and solely benefits the wrongdoer.

Many times, people will have well-drafted, well-studied estate documents written during the time they are still capable of creating an estate plan and understanding the implications of their decisions. Strangers intrude into the lives of the sick and elderly, and new estate paperwork frequently arises after the person has died. Unfortunately, you must carry the burden of proof as to the victim of a wicked individual who has fraudulently gained control of your family's assets.

The period following a loved one's death is often a confusing time for surviving family members and loved ones. The legal issues that must be addressed can often overshadow the grieving process. For example, if you have reason to doubt the legitimacy of the decedent's Last Will and Testament, you must act swiftly or eternally waive your right to do so. When the Last Will and Testament document is sent to the Probate Court in the county where the decedent died for probate administration, the time limit for opposing a Will in California is set.


How Does Probate Work?


When someone passes away, their estate is expected to go through probate. If the estate must go through probate, it is determined by the size or value of the estate and how the deceased held title to assets. Certain estate planning options, such as establishing a revocable living trust, can help you avoid probate. If a Will is found, it is submitted with the appropriate probate court, together with a request to open probate and a certified copy of the death certificate of the deceased. Probate is used for a variety of reasons, including permitting creditors to initiate litigation against the estate and transferring estate assets to beneficiaries and/or heirs. The first order of business for the probate court is to validate the decedent's Last Will and Testament. This is also the point at which issues about the legitimacy of the will arise.


Do Basic Wills Require the Services of an Estate Planning Lawyer?


A simple will does not require the services of a lawyer for the vast majority of persons. Will laws are simple to understand and follow, with only a few legal requirements:

  1. Wills must be typed from start to finish. In some jurisdictions, handwritten wills are lawful, but they can only be used if you don't have time to prepare a formal will.

  2. The paper must be signed by at least two witnesses.

  3. You must be 18 years old to make a will. Some states encourage younger people to form wills in particular circumstances, such as if they are married or in the military.

  4. You must be of sound mind to make a will. This is a benchmark that the majority of individuals can easily meet.

  5. A will can (and should) be written in plain English so that you and everyone else who reads it understand the context. You will construct your own will with the support of good self-help tools. Of course, you can hire an California Estate Attorney if you are in a tough circumstance or have legal issues.

What a Well-Drafted Will Can Achieve


Almost every estate plan should include a simple will. It's possible to use a to:

  • Make a choice about who will inherit your property

  • make a decision on who will be the executor

  • select guardians to look after your minor children and their belongings

A will may also be used to cancel debts, name new guardians for your pets, and specify how your bills and taxes will be paid. Even if you use a living trust to transfer most of your assets and avoid probate, you should always prepare a basic will to choose guardians for your young children and to take care of any assets that don't wind up in the trust.


If you die without a will or similar estate planning document in place, such as a living trust, your assets will be split according to your state's "intestacy" rules. Intestacy laws provide your property to your closest relatives (or at least those whom the state considers being your closest relatives) usually your spouse, children, parents, or siblings. Making a simple will is the most effective way to prevent the state from deciding who receives your land.


Is it true that everyone requires a strong will? There is a small percentage of the population who do not require a will. For example, you might not need a will if you:

  • I don't have any children of my own.

  • There aren't many lands available.

  • It makes no difference to you, whoever inherits your property.

How to Write Your Own Last Will and Testament


With the help of reputable self-help books, apps, or online tools, you can write your own will. A good self-help book will show you how to do it, how to create one, how to make it legally binding, and when to seek legal counsel. Look for a program that employs clear English in both the directions and the content while making a will. You must be completely aware of what you're doing and what the will says. Legalese isn't necessary for a will.


You might not need to spend so much time creating your will if your objectives are simple. Here are a few things you could need:

  • In its totality, your legal name. For things like work, voting, and banking, this should be your legal name.

  • Your partner's entire legal name.

  • Your children's entire legal names and birthdates.

  • Names of personal guardians Names of people who will look after your small children if you are unable to care for them yourself.

  • Your pets' names and information, as well as the people who will care for them if you are unable to.

  • An approximate inventory of your belongings (you won't need this if you're leaving it to one or a few individuals).

  • Names of people that stand to gain. Names of those to whom you would like to leave your property

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  • Beneficiary names are not the same as the ones listed above. The names of beneficiaries to whom you would leave your land if your first-choice beneficiaries died before you.

  • The property guardians' names are shown below. If you are unable to care for your young children's possessions, provide the names of persons who can.

  • The trustee or custodian's name. Names of persons you'd like to run the property you're leaving to your heirs when they're young.

  • There are debts that need to be forgiven. You will have to know the name of the individual who owes you, when the debt was incurred, and how much you are owed if you wish to forgive debts owing to you.

  • Loans and taxes are paid from these accounts. You'll need the account numbers if you want any loans or taxes to be deducted from certain bank accounts.

  • Names of those who will be in charge of finalizing your estate, as well as alternates.

You'll have to enter in your personal information and determine which clauses to include if you use a DIY form, such as the one you can obtain online or in a book. If you're going to employ a fill-in-the-blank method, make sure you have a good self-help tool to guide you. If you use software or an online tool, you won't have to make much effort because the program will put the paper together for you. However, you can double-check that you comprehend and follow your final content.

To make your will legitimate, you and two witnesses will sign it. Although notarization isn't required, you can include a "self-proving affidavit," which is required in several states. The affidavit helps your executor gain probate for your will after you pass away, but it isn't required. A reputable will-writing tool will provide you with this affidavit as well as instructions on how to utilize it.

As you move forward with inheritance planning, you may have a variety of issues and factors to address, including:

  • The inherited asset(s) or property's character. For liquid assets, the optimal inheritance planning alternatives differ greatly from those for land, shares, stocks, and other types of assets. Our prescreened California-based Estate Planning Attorneys have extensive experience examining various types of inherited properties and devising the best future solutions for them.

  • The financial state of the beneficiary. The financial situation of the beneficiary is important to consider when preparing an inheritance because it can influence whether the bequest is spent or saved. If recipients have a lot of debt, for example, inheritance planning will be oriented toward paying off debts and putting some money aside for eventual retirement.

  • When the intended beneficiaries are already financially secure, on the other hand, inheritance planning can be more successfully based on a variety of investments to improve heirs' financial situation.

  • If the recipient already has an estate plan in place. If the beneficiary does not already have an estate plan in place, the prospect of a big bequest in the future will force them to start arranging their own estate. When beneficiaries have estate plans in place, inheritance planning can also include modifying the terms of people's wills (and other estate planning instruments) to account for the inherited property and/or properties.

  • To summarize all that, there is a lot to consider when it comes to inheritance planning, and having our prescreened CA Estate Attorneys on your side will assist you in making the best decisions possible.

  • Irresponsibility in a Fiduciary Relationship. One or more beneficiaries will launch a lawsuit against the trustee if the trustee behaves recklessly or against the desires of the decedent. A suit for violation of fiduciary responsibility aims to recover what a beneficiary is owed under a will or trust. In addition to paying fines or compensation, the trustee's position as trustee may be suspended.

When will you contest a will in California?


Before the decedent dies away, one of the aims of the probate procedure is to validate the decedent's reportedly executed will. You will not be able to appeal the will until it is presented to the court for probate since it must be authenticated by the probate court. Until the court declares a Will to be true, it is essentially just a text. As a result, you could not contest the legality of a Will until the executor of the estate themselves files it with the probate court. However, you must be prepared to file an appeal before the will may be probated by the court. The court will convene in a hearing to determine the validity of a will when it is submitted for probate. If you want to oppose the will, you can object to its admission before the hearing.


If you don't get a chance to appeal the Will the first time, California law allows you to do so again. Assume the will was already found to be valid at the hearing and was thus granted probate. In that situation, you have 120 days from the date of admission to submit a petition opposing the will, effectively asking the court to overturn its initial finding that the will is legitimate.


Additional Considerations


If you're considering challenging a will, there are a few things to keep in mind to make sure you're in the best position possible. Because anyone can contest a will, the first question in any Will contest is whether you qualify to do so. In order to contest the will, you must have "credit" in the eyes of the law. To file a lawsuit, you must be legally permitted to do so. In California, only an "interested party" has any grounds in a Will contest. Someone who stands to profit or lose money as a result of the case is referred to as an "interested party." It usually refers to an estate's legal successor, a beneficiary of a new or earlier will, or a creditor of an estate.


You must also give a good justification for your objections to the will's legitimacy. Just because you were left out of the will (when you shouldn't have been) or received less than you expected as an inheritance is not enough legal grounds to contest the will. The following are some examples of reasons for declaring a Will void in California:


Who has the power to challenge a will?


You must be an "interested person," which implies you were listed in the decedent's will or would inherit from him or her if he or she died without one. It is not essential to be a member of the family to take part. If you know that a prior will granted you more, you can appeal a will that reduces or eliminates your inheritance.

State laws protect surviving spouses (and, to a lesser extent, children) against disinheritance, California included. In all other states, property acquired during the marriage is not needed to be divided by both partners. Regardless of what the deceased spouse's Will specifies, most of those states allow a surviving husband or wife to claim one-third to one-half of the deceased spouse's assets. In some areas, the amount a widow or widower can demand is based on how long the couple was married.

There are legal prerequisites, and the surviving spouse is not obligated to contest the will. They take effect, however, only if the survivor files a lawsuit in court to recover his or her portion. If they do not object to receiving less, the procedure shall be followed to the letter.


There are a few exceptions to the norm that children do not have the right to inherit from their parents. Several governments, for example, protect children against being disinherited by accident. Those regulations normally apply if a child is born after his or her mother or father has prepared a will that leaves property to other children and has not changed the will to include the new child.

A will cannot be contested simply because you disagree with one or more of its provisions. Rather, you must prove that it is void for one or more legally recognized reasons. It's a challenging undertaking because the law assumes a will is authentic and accurately reflects the wishes of the maker.

A will may also be contested if you feel the person who prepared it, such as a home health aide, was influenced by someone else. You must demonstrate that the aide was given a chance and was successful in persuading your loved one to change their mind. A will can also be deemed void if the person who created it revoked it, executed it incorrectly, or was the victim of fraud or forgery. Consider one of our prescreened California Lawyers in your