ARTICLE
12 August 2024

Feeling Left Out? How To Challenge Your Parent's Will – Getting What You Were Promised

You can challenge a will under estoppel if a deceased person promised you property, you reasonably relied on that promise, and suffered detriment as a result. Courts may enforce such promises if these criteria are met.
United Kingdom Family and Matrimonial
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You may be able to challenge the will of someone when the testator (the person who made the will) made a promise to you when they were alive. There is an assumption that the will of the deceased person is valid and that there would not be reasonable prospect of success under The Inheritance (Provision for Family and Dependants) Act 1975. For detail on both of those avenues please see Feeling left out? How to challenge your parent's will and The Inheritance (Provision for Family and Dependants) Act 1975.

The fulfilment of a promise made by a person now deceased is not a statutory right, but rather a way for the court to change the way a person's estate is distributed in a way that is fair in the circumstances. The area of law under which an application is made is called estoppel.

For a successful claim to be made you would need to show three things. Namely:

1. that a promise of property (anything real) was made to you;

2. that you then relied on that promise, and it was reasonable to do so; and

3. that you have suffered detriment as a result of the promise not being fulfilled.

For example, in a circumstance where a parent is assisting their child in the purchase of a property by contributing to the purchase price, and that parent dies before they have the opportunity to pay the funds to their child, the reliance would be shown by the child entering into the purchasing process and exchanging contracts for the purchase. The detriment would then arise when the child could not proceed with the purchase as funds were not available.

This is not the only possible example, but it is illustrative of the fact that all of the elements must be satisfied before the court would consider enforcing the promise of the deceased person.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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