Assisting with Will and Trust Contests in California

A will is the central component of most estate plans. But simply having a will is not always enough to avoid disputes during the probate process. The validity of a will is open to challenge by any interested person and for a variety of reasons. Whether you are an interested party seeking to challenge the validity of a will or a personal representative defending the validity of a will, it is wise to seek advice from a qualified Walnut Creek Wills Attorneys like the ones at Temmerman, Cilley & Kohlmann, LLP.

A will contest — usually brought by a person named in the will or someone who would have received property under a previous will — can be very contentious and complex. Will contests often involve trials where evidence must be presented about the circumstances under which the decedent signed the will, the state of mind of the decedent at that time, and actions by others that may have influenced the decedent. This may involve the presentation of documentary and physical evidence as well as witness testimony. For these reasons, it is highly advisable to seek representation from a wills lawyer in San Jose and Pleasanton. At Temmerman, Cilley & Kohlmann, LLP, our litigation team of attorneys are experienced litigators. Serving Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties, we have the experience necessary to effectively advocate on behalf of our clients at trial.

Grounds for Contesting a Will

You can contest a will in California on various grounds. First, a Walnut Creek Wills Attorney may argue that the will was not signed in accordance with state law. The California Probate Code requires that a will be signed by the testator, or by another in the presence of the testator and at the testator’s direction, or by a conservator for the testator.

At least two witnesses must also sign, unless the material provisions of the will are written in the handwriting of the testator. A will that does not meet these requirements faces a challenge. The personal representative of the estate, with the help of a wills attorney in San Jose, must prove by clear and convincing evidence that the testator intended the document to be their will.

A wills attorney may challenge the validity of a will based on the state of mind of the testator at the time of signing. A person must be competent — that is, able to understand the nature and significance of their actions — at the time they sign a will. Wills or individual provisions of wills are not valid if the testator signed by mistake or due to deceit, threat, or undue influence from another. A person challenging a will on any of these grounds has the burden of proving that such conditions existed.

Experienced estate attorneys in San Jose protecting the rights of clients in litigation

The wills attorneys of Temmerman, Cilley & Kohlmann, LLP have the litigation experience to effectively represent clients during will contests. Whether you are a proponent or a challenger of a will, our San Jose estate planning lawyers are available to consult with you at our offices — located at 2502 Stevens Creek Boulevard, San Jose, CA 95128 and 140 Town and Country Dr, Danville, CA 94526 — or at any other convenient location. Call our San Jose office at 408-290-7210 or our Danville office at 925-233-4399 or contact Temmerman, Cilley & Kohlmann, LLP online.