Claims for financial provision

Claims for financial provision can be made where:

  • Someone dies leaving a Will that excludes a person expecting to benefit from it
  • Where there is a death without leaving a Will resulting in members of the family (particularly with extended families) being excluded from benefiting from the estate.
  • If the Will results in a distribution of the estate contrary to the apparent wishes of the deceased, a claim may be possible against the professional adviser who prepared the Will.
  • There is evidence that the deceased’s Will was made under duress, or without the appropriate capacity to make it.
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Key contact


Robert Peach, Fellow of the Institute of Legal Executives

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