Can Nieces & Nephews Contest a Will?

Left Out of Your Aunt or Uncle’s Will?

It’s always difficult when an aunt or uncle passes away, especially if it occurs unexpectedly. When you’ve had time to sit and think, you may have questions about what comes next.

When you have a close relationship outside of the immediate family, like with an aunt or uncle, you may expect to be included in that individual’s will. Unfortunately, that isn’t always the case, and this can occur for various reasons.

Several beneficiaries, such as the deceased’s spouse or children, may be ahead of you, which prevents you from being included in the will.  If you are left out of your aunt or uncle’s will, can you contest the will or claim the estate? It depends on the following:

1. Living Arrangements

If you lived temporarily or permanently with your aunt or uncle at some point in your life, this could determine whether you can contest their will. This doesn’t necessarily mean you had to live at your aunt’s house. For instance, you and your aunt could live with your grandmother for some time, which could be sufficient to grant the ability to contest a will.

Proving this living arrangement isn’t always easy, especially if you were living there free of charge, or the living arrangement wasn’t active when the deceased passed. Evidence to prove a residing arrangement can include rental or lease contracts or other documents that contain both names or signatures during the same period.

2. Dependency

Were you dependent on your aunt or uncle at any time to support your standard of living? If you want to contest a will, you’ll likely need to demonstrate your financial reliance on that relative. If you were dependent on their financial assistance at any juncture of your life, you might be able to contest the will.

However, you’ll need more than your word to prove this dependency occurred. For a family provisions claim to be successful, you may need to produce bank statements showing deposits from your aunt or uncle’s account. Having a trusted probate lawyer experienced in will contests is essential to prove these claims in court. At Heban, Murphree, and Lewandowski, our team has years of experience successfully proving family provision claims and contested wills.

Could I be a Disinherited Heir-At-Law?

An heir-at-law is an individual who would have received a share of the estate if the deceased died without a will due to a close familial relationship. If you are considered an heir-at-law, you can contest a will.

If the deceased is married, their spouse and the children of their spouse inherit first. This is called intestate succession and occurs when someone passes away without a will, and the property is given to an heir-at-law. If you are the next in line of succession, as the decedent was unmarried and had no children and their siblings were equally deceased, you can contest a will.

What if I Was Named in a Prior Will?

If you were a beneficiary in a previous version of a will, but not the final version, you have adequate legal standing to contest a will. This also applies if you are still included in the last will, but your inheritance has been reduced. However, being removed from a choice isn’t reason enough for a contest to be considered valid. The following are reasons that a valid beneficiary or heir-at-law can successfully contest a will:

1. The Will is Fraudulent or Forged

If the will was signed by someone other than the testator, and that individual had fraudulent intent, the will can be considered invalid. An expert can compare and inspect the testator’s signatures to determine their legitimacy.

2. The Testator Is Not Mentally Competent

If there are questions about the testator’s mental capacity when they signed the will or when it was written, they cannot complete a valid will. The testator must understand the consequences of their will to accept its validity.

Also, suppose there is undue influence on the testator (for instance, a beneficiary unjustly convinces the testator that their niece or nephew doesn’t deserve an inheritance to increase their share). In that case, the will can be considered invalid. This often occurs with relatives or even caretakers of elderly individuals who wish to unduly influence the testator to benefit themselves or reduce someone’s inheritance.

How to Contest a Will

Contesting a will can be complex, emotional, and time-sensitive, but you don’t have to navigate it alone. The first and most important step is to contact a trusted probate law firm like Heban, Murphree & Lewandowski, LLC. Our experienced team will carefully review your situation, investigate the facts, and guide you through the legal process with clarity and confidence.

If you believe you were unfairly left out of a loved one’s will or that something isn’t right, don’t wait. Call us at (419) 662-3100 or send us a message.