The recent High Court decision in the Anna Rea case highlights the importance of getting good legal advice when you are thinking about preparing a Will.
Anna Rea died in 2016 leaving her entire 1-million-pound estate to her daughter, cutting her three sons completely out of her Will.
Her sons brought a claim against her estate arguing that they should have also inherited under their mother's Will - current legislation allows these types of claims to be made.
Anna Rea had created a Will in 1986 which left her estate equally between her four children but she made a new Will eight months before she died cutting her sons out.
The sons' claim against their mother's estate failed.
Anna Rea’s solicitor had not only drafted her a sound Will but had included a declaration which explained why she had not left anything to her sons.
This ensured they were prepared for a claim, the service provided by the solicitor was sound and their advice helped to ensure that her wishes were carried out and her Will stood-up to challenge.
If you are thinking about making a Will or altering an existing Will – always ensure you get good advice.
For more information about making a Will or altering your current Will, contact us on 01228 552222.