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Challenges to Estates, Wills and Trusts:

In many cases, the decedent (testator/ Settlor) lacked their full mental capacity;  i.e. senile, delusional,  or of unsound mind at the time the purported “Will”  (Trust or beneficiary form) was “executed” (signed)

• “Lost” original Will (no original Will can be found)
• Dementia and Alzheimer’s of the Testator (decedent)
• Misappropriation of Estate or Trust Funds 
• Fraud in the making of the Will  (instrument/ form) such as forged documents 
• Coercion of the Testator (decedent)
• Changes to life Insurance Beneficiary
• Undue Influence on the Testator

• Testator Lacking Mental Capacity to make a Will
• General Senility – unable to take care of themselves
• Forged signature
• Altered beneficiary Forms
• Elder Abuse used to make Will Changes 
• Changes in the Beneficiaries of Financial Accounts

• Pretermitted child (born after the Will)
• Child Born out of wedlock
• Predatory Family or “Friends” taking advantage of the decedent
• “Twilight” Marriages (large age differences between spouses)
• Children born from another marriage
• Alcohol & Chemical dependency issues

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