conduct disentitling beneficiary of will family estate litigation lawyers queensland

Conduct disentitling – how far does a beneficiary have to go to write themselves out of a Will?

Published: Jan 14, 2014 | Author: Chloe Kopilovic

I read an article recently about a man who was found guilty of the manslaughter of his mother just two weeks after she had changed her Will, leaving him the sole beneficiary of her Estate. As the deceased had two sons, I considered the likelihood of the second son making a claim against the deceased’s Estate as he had been left out of her Will.

Conduct disentitling

Conduct disentitling is misconduct or behaviour of a beneficiary towards a Will maker that calls into question their entitlement to benefit from the Will maker’s Estate.

What conduct is disentitling?

I often have clients wanting to leave their spouse, children or other dependents out of their Will because they have a fractured relationship with them, or even solely on the basis of an argument or minor dispute. However, the conduct usually has to be of a greater severity to be considered conduct disentitling if the spouse, child or dependent decides to contest the Will.

If you feel you have been unfairly left out of a Will or you wish to leave a loved one out of your Will, you should consider what may amount to conduct disentitling.

What is not conduct disentitling?

For example, the following will usually not be considered conduct disentitling:

  1. If you commence or carry on a relationship with someone the Will maker does not approve of;
  2. If you follow a different religion from the Will maker, or have walked away from the Will maker’s religion; or
  3. If you refuse to live with the Will maker because they have been violent towards you.

What will a Court take into account?

The Court will assess each claim on a case by case basis, but there are precedents to suggest that killing a Will maker will amount to conduct disentitling.

In the article I read, it could be argued that the deceased’s second son could contest her Will and make a claim for provision, on the basis that his brother’s conduct in the manslaughter of their mother would disentitle him from benefiting from her Estate. The second son was apparently estranged from his mother, but estrangement is usually not enough to constitute conduct disentitling. Obviously the full array of facts are not yet known, so any comment on the potential outcome of this case would be premature.

I want to make a claim, what should I do?

If you feel that you have been unfairly left out of a Will, you should contact an experienced estate litigation solicitor. Please contact me if you would like assistance or advice.

CALL 07 3035 4077 TO SPEAK WITH OUR TEAM NOW.