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Why Inheritance Disputes Arise

Why Inheritance Disputes Arise

The last thing you might expect is for your death to result in conflict among your loved ones. However, inheritance disputes are more common than you might imagine. This is true whether there is significant wealth involved or very little, and even the most straightforward family units can disagree when it comes to inheritances.

There are many different reasons why someone might question their inheritance as set out in their relative's will. For example:

A beneficiary might want to challenge the stated inheritances, though they might not know how. In many situations, a beneficiary will need to present the matter to the court to have the set inheritances changed, which can be difficult and has several requirements.

Challenging the Will in Court

When you believe you have a valid reason to challenge a will and its bequests, you must have legal standing to do so. This means you must be a beneficiary under the will, a potential heir that believes you should have been a beneficiary, or a creditor with a claim against the estate.

Next, you must have specific legal grounds on which to challenge the will. It is not enough to simply tell the court you believe the inheritance is unfair. Instead, you must present legal justification for your belief, as well as evidence to support your claims. Some claims include:

Contact a Trusted Santa Ana Estate Planning Attorney for Assistance

It is often difficult to prove the testator’s thoughts, intentions, or state of mind, since they cannot be called to the witness stand. You should always seek help from an experienced estate planning lawyer in Santa Ana if you face an inheritance dispute. Please call the Law Offices of Roshni T. Desai at 714-694-1200 or contact us online to discuss your concerns today.