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Probate litigation

Can a Will be contested while the testator is still living?

By Elder Law, Estate Planning, Probate

No, in Florida a Will cannot be challenged while the testator is still alive. The Florida Probate Code states clearly: “An action to contest the validity of all or part of a will or the revocation of all or part of a will may not be commenced before the death of the testator.” However, if one suspects undue influence or fraud in the creation of a Will, one can certainly gather facts and evidence in preparation for future litigation if and when the time comes.

After a person’s death, the personal representative serves a Notice of Administration on the estate’s beneficiaries. For 90 days after this notice is served, beneficiaries can contest the Will.

A Will can be challenged for, among other reasons, errors in execution, fraud, lack of testamentary capacity, or presence of undue influence. The attorneys at Bach, Jacobs & Byrne, P.A. are experienced probate litigators and estate attorneys who can advise you about your case. Call us at (941) 906-1231 to set up an appointment.

How can probate litigation be avoided?

By Estate Planning, Probate

Depending on the situation, there are steps that you can take to mitigate and even avoid the stresses of probate litigation.

In probate cases, advance communication can make the process of probate administration easier on all parties involved. Family members may sit down before the death of a loved one and have a conversation about the distribution of assets.

Open and honest communication can help proactively avoid litigation over disputes between fiduciaries and conflicts between beneficiaries and fiduciaries, as well. Having your estate plan documents in order is also important. For help creating your will or trust or to review your existing documents, please call (941) 906-1231 to set up an appointment with the lawyers at Bach, Jacobs & Byrne, P.A.