Left out of a will, or doubt the will itself?

Six months from probate. The clock is real. Speak to Kestrel.

The short answer

Will disputes run on two distinct tracks. Validity: the will fails if the person lacked capacity, was unduly influenced, did not know and approve the contents, or the signing formalities failed. Provision: even a valid will can be adjusted for spouses, children and dependants left without reasonable provision, on a strict six-month clock from the grant of probate. A caveat can pause probate while you investigate. These cases are winnable and expensive: honest merits first.

The law, in plain English

A valid will needs testamentary capacity, knowledge and approval of its contents, freedom from undue influence, and proper execution: signed and witnessed by two witnesses present together. Deathbed wills, dramatic late changes favouring a caregiver, and homemade signings are where these requirements genuinely fail. Medical records and the will draftsman's file are the primary evidence, and both can be obtained.

Separately, the Inheritance Act lets spouses, former spouses, children, cohabitants of two years and dependants claim reasonable financial provision from the estate even against a valid will. Spouses are measured generously against divorce standards; adult children need more: need, dependency or promises carry these claims, disappointment alone does not.

Procedure is where these cases are won early: a caveat lodged at the probate registry pauses any grant for six months, renewably, while evidence is gathered. Inheritance Act claims must issue within six months of the grant. Promises relied upon to your detriment, the farm cases, can also found proprietary estoppel outside the will entirely. Costs do not automatically come from the estate: weak claims cost their bringers.

Guide edition: August 2026. General information for England and Wales. Current law and your particular facts require assessment before action.

How it usually goes

1
Secure time and papers

A caveat if probate has not issued; then the will file from the drafting solicitor, medical records, and earlier wills for the pattern.

2
Honest merits assessment

Validity grounds, Inheritance Act standing, estoppel promises: which track actually fits, and what is it worth against what it costs.

3
Put the case to the executors

A structured letter to executors and beneficiaries opens negotiation; estates settle a large share of genuine claims at or after mediation.

4
Issue in time where needed

Inheritance Act claims within six months of the grant; validity claims before distribution makes recovery messy. Deadlines drive the strategy throughout.

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What you'll need

Time limits

Deadlines matter here.

Six months from the grant of probate for Inheritance Act claims, with late permission rare. Caveats hold probate for six months at a time. Validity claims have flexible limits, but distributed estates are hard to unwind: early always beats entitled.

Scope and fees

The proposed Business plan covers routine commercial contracts and business letters. This reference guide may concern work outside that pilot. Any future legal engagement will confirm the service, responsible lawyer, fees and third-party costs in writing.

About this guide

This guide concerns Civil disputes. It forms part of our reference library. Kestrel is preparing for SRA authorisation. See practice details for the proposed service and current availability.

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Common questions

I was promised the house for years and left nothing.

Clear promises, your reliance on them, working unpaid or caring for years, and detriment: that is proprietary estoppel, enforceable even against a will saying otherwise. Diaries, messages and witnesses to the promises carry it.

The will was changed weeks before death, favouring one person.

Late changes benefiting a caregiver or newly dominant figure raise exactly the suspicions the law investigates: capacity, knowledge and approval, undue influence. The solicitor's file and medical records usually decide it, and a caveat holds the estate while they are obtained.

Can I stop probate while I investigate?

Yes: a caveat at the probate registry blocks any grant for six months and is renewable. It is cheap and fast, and it converts your urgency into the executors' problem. Warning procedures can test it, so it starts the clock on getting your evidence together.

Who pays the legal costs?

Not automatically the estate: that folk belief died long ago. Reasonable investigations are often accommodated, but weak claims pursued to trial cost their bringers. This is why the honest merits assessment comes first and mediation settles most of these.

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