how do i contest a will in the state of georgia without an attorney

by Keagan O'Hara II 5 min read

Contesting a will generally begins with filing a lawsuit with the probate court. This could involve submitting various documents that highlight your reasons for contesting the will. It is important that you state the exact grounds for contesting the will.

Full Answer

What are the steps for contesting a will?

 · Learn about Contesting a will on Georgia today. Quickly find answers to your Contesting a will questions with the help of a local lawyer. ... Can stepchildren who contest a will be reimbursed for attorney from estate. Steps are rushing us to probate. Read 1 attorney answer ... We recommend that you always check a lawyer's disciplinary status ...

Who has legal standing to challenge a will?

 · Our Firm’s Main Office is conveniently located in the Buckhead section of Atlanta, Georgia near the intersection of Piedmont and Roswell Roads. You can also meet with one of our Georgia probate lawyers at our Law Firm’s Marietta, Georgia Office. You can contact our Marietta, Georgia location by calling (770) 952-1008. Should you have imminent or forthcoming will …

What are the reasons to contest a will?

If you believe that you or a loved one may have been improperly cut out of a will or otherwise deprived of a rightful inheritance, or you have questions about a will contest, trust or estate, please call the law firm at (770) 386-8564 for a consultation. Contact our law firm today at 770-386-8564 to schedule your free initial consultation.

Who can challenge a will?

 · If you have not filed a caveat, your time to contest the will becomes severely limited if the executor chooses this option. He must file a petition with the court requesting this type of probate, and notice of that petition is sent to all interested parties. A hearing is held where the court rules conclusively on whether or not the will is valid.

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How do I challenge a will in Georgia?

An Interested Party If someone wants to challenge the validity of the will, he or she must prove they have standing on the issue. Standing, in general, means that an interested party has a legal right to contest the validity of a will within a particular jurisdiction.

How much does it cost to contest a will in Georgia?

The estimated cost of contesting a will in Georgia can be anywhere from $10,000 through $50,000, which is conservative. A contested will case can take up to two years or longer if the case ends in a trial. It is up to you to decide if the estate justifies the expense.

How long do you have to contest a will in the state of Georgia?

Because no notice is required, Georgia law gives interested parties four years rom the date the will is admitted to probate in common form to file an objection. Exception: A person who is a minor at the time the will is probated has four years after they reach age 18 to object.

Is it worth contesting a will?

Theoretically, anyone can challenge a will, whether that's a sibling, or someone who doesn't appear to benefit on first glance, but may be a residuary beneficiary. However, contesting a will is not something you should consider without good reason.

How do you challenge a will?

Grounds for contesting a will1) The deceased did not have the required mental capacity. The person challenging the will must raise a real suspicion that the deceased lacked capacity. ... 2) The deceased did not properly understand and approve the content of the will. ... 3) Undue influence. ... 4) Forgery and fraud. ... 5) Rectification.

What invalidates a will in Georgia?

Undue influence or fraud, to invalidate the will, must amount to force or fear and must, in effect, make the will the mental offspring of some other person, and must be operative on the mind of the testator at the time the will is executed. Butler v. Lashley, 197 Ga.

What is the statute of limitations for contesting a will in Georgia?

four yearsHow long do I have to contest a will in Georgia? 4 years. The general statute of limitations to contest a will in Georgia is four years from the time of probate.

Can you contest a will after the estate has been distributed?

Yes. If you wish to dispute the contents of a Will, the first step will usually be to file a caveat with a court to prevent Grant of Probate for the estate. This stops the assets of the estate from being distributed, giving you time to try to sort out the dispute.

Does a will have to be probated in GA?

Summary: Georgia requires wills to be filed with the probate court. This is especially important if you are planning to distribute property or assets through the probate process. A will is a common estate planning tool that enables people to list their preferences about distributing their assets after death.

What grounds are there for contesting a will?

The main grounds to contest a will are: Lack of testamentary capacity (the mental capacity needed to make a valid will) Lack of due execution (a failure to meet the necessary formalities i.e. for the will to be in writing, signed and witnessed correctly)

On what grounds can a will be challenged?

The law requires that people above 18 years can make a will. Adults are presumed to have testamentary capacity. It can be challenged on the basis of senility, dementia, insanity, or the testator was under the influence of a substance, or in some other way lacked the mental capacity to form a will.

Who pays to contest a will?

Whenever contesting a Will, if your claim proceeds to trial, the standard order is that the winning party has their reasonable costs paid by the losing party.

Why is it important to gather evidence for a will contest?

As a result, it is vitally important that evidence is gathered to support the allegations made in the caveat. Without evidence, it is very unlikely that the will contest will be unsuccessful.

When is it ok to state objections?

When the caveat is filed , it is ok to simply state objections even if you do not yet have the evidence to support them. After the caveat is filed, the case will enter the discovery phase where each side has the opportunity to gather evidence to prove their case.

Was there a forgery in a will?

There was a forgery of signatures on the will. The will was later revoked. There are other legal grounds for caveat, of course, but hopefully these seven give you an idea of some of the most common ones. Each of these grounds for objection have several factors that must be proven in order to win on that objection.

Can real estate be transferred outside of probate?

Real estate is often the single largest asset in an estate. Sometimes real estate can be transferred outside of the formal probate process, while other times the only way to handle real estate is by opening the estate. How do you know which one applies to your situation? We will cover that and...

You Are Disinherited And Believe It Is Illegal

In Georgia, a person is not required to leave any amount to anyone. As a result, it is perfectly legal for a person to disinherit someone, even though it may be very hurtful.

Like The Court To Change It

Unfortunately, that is usually not an option. When you’re in a will contest, the will either stands as it is or it is declared invalid and falls. Except in unusual circumstances, there is not a way for the court to change the terms of a will.

Do You Have Proof?

At the time the caveat is filed, making allegations is enough. But, as the case proceeds forward, evidence will have to be obtained to prove the allegations.

Is There A No Contest Clause?

This one only applies if you stand to inherit something under the will. If you are disinherited by the will, then this factor does not apply to you.

Do You Feel Like There Is Any Opportunity For Negotiation And Settlement With The Relative Presenting The Will?

Once the objection is filed, the case will move forward to a time where evidence must be gathered and after that, a trial will be scheduled.

Next Step

Make sure to download the Georgia Probate Handbook so you know how an estate is supposed to be handled.

How long do you have to contest a will in Georgia?

As heir, you have the right to contest a Last Will and Testament in Georgia — as long as you have a valid basis for doing so. But you must file your objection with the court within the time permitted by law. In Georgia, an heir may only have ten days to file an objection after being served with a petition to probate a will.

How long do you have to file an objection to a will in Georgia?

In Georgia, an heir may only have ten days to file an objection after being served with a petition to probate a will. For that reason, it is best to seek legal advice regarding the will as soon as possible. Although you may be hesitant to seek legal advice soon after a loved one dies, doing so may be crucial to protecting your rights.

Why do people contest a will?

There are many reasons for contesting a will. For example, the testator may lack mental competence, or the will may not have been properly drafted or executed. Consulting an experienced fiduciary litigator is the best way to determine whether you have a valid reason for objecting to probate of a will.

What is a caveat in a will?

A caveat is a written document stating one’s reasons for objecting to a Will. The executor bears the initial burden of proving that a Will is valid. Once the executor has met their initial burden, the burden shifts to the caveator (the person objecting to the will) to prove the basis for their objections.

What is solemn probate?

Solemn Form Probate. Probate in solemn form provides more protection for an executor than common form probate. Solemn form probate also requires that all heirs be notified and given a chance to object before probate is granted. In Georgia, heirs have only ten days after receiving notice that the will has been filed for probate to file a caveat.

How long does a will need to be probated in Georgia?

Exception: A person who is a minor at the time the will is probated has four years after they reach age 18 to object.

Can an executor probate a will in Georgia?

In Georgia, an executor can probate a will in solemn form or common form. The manner of probate selected by the executor determines the deadline for filing a caveat.

What is the phone number to call for probate in Georgia?

If you believe that you or a loved one may have been improperly cut out of a will or otherwise deprived of a rightful inheritance, or you have questions about a will contest, trust or estate, please call the law firm at (770) 386-8564 for a consultation.

Can a will be challenged in Georgia?

A will can be challenged by an attorney in a Georgia probate proceeding on a number of grounds.

Can a trust be challenged?

A trust can be challenged under the same grounds, as well as a real estate deed or a beneficiary designation on a financial account. There are many situations where the undue influencer will trick or persuade a weakened person to sign over valuable real estate, a bank account, or other property directly to the influencer, in the hope that they will have left the scene before the wrongdoing can be discovered. Sometimes, the undue influencer will be added as a beneficiary on bank accounts in place of the heirs to whom the decedent intended the account to pass.

What happens if you don't contest a will?

Therefore, if you don't appear at this hearing to object to the will and if you don't contest the will while it is in probate, you lose your right to do so after probate is closed.

How long do you have to contest a common form probate?

Common Form Probate. If the executor requests common form probate for the will, you have four more years to contest it. Common form probate does not require that notices be sent to any heirs, beneficiaries or creditors that the will has entered probate.

Why does a will automatically enter solemn form probate?

Solemn Form Probate. If you have filed a caveat with the probate court, the will automatically enters solemn form probate because its validity is being challenged. If you have not filed a caveat, your time to contest the will becomes severely limited if the executor chooses this option.

What is a caveat in a will?

A caveat is a written document that states the reasons you object to the will. You may have only a short amount of time to do so, however, depending on when the executor submits the will for probate. When she does, she will choose a method of probate.

How long does a will last in common form?

Therefore, a will probated in common form is not final until four years after the date it is received by the probate court, and you can object to it at any point during that time. Read More: Common Form Vs. Solemn Form Probate.

Can you challenge a will after probate?

The only exception to challenging a will after solemn form probate is if you should have received the notice of proceedings and you did not. Then you have four years to bring this to the court's attention, just as though the will was probated by common form.

Can you contest a will in Massachusetts?

Statute of Limitations on Contesting a Will in Massachusetts. Georgia does not limit will challenges to beneficiaries and heirs. Those who are financially harmed by the will or who might potentially benefit from it can contest it as long as they have legal grounds, such as proof that the testator was not mentally competent, ...

How to self prove a will in Georgia?

To make your will self-proving, you and your witnesses will go to the notary and sign an affidavit that proves who you are and that each of you knew you were signing the will. Ga. Code Ann. § 53-4-24.

What happens if you die without a will in Georgia?

In Georgia, if you die without a will, your property will be distributed according to state "intestacy" laws. Georgia's intestacy law gives your property to your closest relatives, beginning with your spouse and children. If you have neither a spouse nor children, your grandchildren or your parents will get your property.

How to make a will?

Decide what property to include in your will. Decide who will inherit your property. Choose an executor to handle your estate. Choose a guardian for your children. Choose someone to manage children's property. Make your will. Sign your will in front of witnesses. Store your will safely.

What happens if you don't have a spouse?

If you have neither a spouse nor children, your grandchildren or your parents will get your property. This list continues with increasingly distant relatives, including siblings, grandparents, aunts and uncles, cousins, nephews, or nieces.

What is a will and testament?

A will, also called a " last will and testament ," can help you protect your family and your property. You can use a will to: leave your property to people or organizations. name a personal guardian to care for your minor children. name a trusted person to manage property you leave to minor children, and.

What is a will called?

A will, also called a " last will and testament ," can help you protect your family and your property. You can use a will to:

Can a will maker give away property in Georgia?

Georgia's law also allows the will-maker to give away all of their property to a stranger and to disinherit their spouse and children. ( Ga. Code Ann. § 53-4-1 .)

What is the penalty for not filing a will in Georgia?

It is classified as a misdemeanor with a fine up to $500 and a jail sentence not to exceed 20 days. That’s reason enough to at least file the Will.

How long does probate take in Georgia?

Don’t get me wrong, estate planning has costs of its own, but an ounce of prevention is worth a pound of cure. On average, the probate process lasts 6 to 12 months in Georgia. That’s an average. Sometimes it’s less, but sometimes it’s more. Going through the probate process is a bit like Forrest Gump’s feeling on life.

What is probate process?

The probate process is the court-supervised distribution of your assets upon your passing. Sometimes, this supervision can be avoided and I’ll explain that a bit more later in this article. Some people believe that the Probate Court only becomes involved if you have a Last Will and Testament. But, this isn’t true. The Probate Court also becomes involved if you don’t have a Last Will and Testament. The key isn’t whether you have a Will or not, it’s whether you have probate assets or not.

What to say when someone says they need to probate a will?

If a person were to say to me that they need to probate a Will, my first response is “I’m sorry to hear that.” The probate process isn’t something that families look forward to and they never end the probate process saying they were glad to go through it. It’s just something that people would prefer to avoid and I can’t blame them.

Do I need to file a last will and testament?

As I mentioned above, it may be necessary to only file a Last Will and Testament. For example, imagine that a husband and wife have what we call “mirror” Wills. In other words, each Will leaves the entire estate to the other which is somewhat typical with married couples. Now imagine that the only asset they have is a home. You’d need to imagine that they don’t have any bank accounts (although the bank accounts could be joint bank accounts in this situation) or other types of assets. If the home is titled properly, it may be necessary to file a simple Affidavit with the Court if one of them were to pass. Then, there’s really no need to probate the Will. After all, what is the Court going to supervise? So, you’d simply file the Last Will and Testament with the Court “for informational purposes only.”

Can a last will and testament be used to avoid probate?

Remember, a Last Will and Testament isn’t designed to avoid the probate process. Instead, it’s designed to take you through it.

Do you have to file taxes for an estate?

You may need to file income, estate, or other tax returns for the estate.

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You Don’T Like What The Will says.

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It may be that your loved one’s will gives a large amount of the estate to another person and very little to you, or perhaps you were only left a nominal amount, such as $1. While this can be a shock and cause hurt, it is not enough to support a legal challenge to a will without evidence of wrongdoing.
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You Are Disinherited and Believe It Is illegal.

  • In Georgia, a person is not required to leave any amount to anyone. As a result, it is perfectly legal for a person to disinherit someone, even though it may be very hurtful.
See more on georgiaprobatefirm.com

Like The Court to Change it.

  • Unfortunately, that is usually not an option. When you’re in a will contest, the will either stands as it is or it is declared invalid and falls. Except in unusual circumstances, there is not a way for the court to change the terms of a will. Finding out that you have been left out of the will or left very little can feel devastating. That feeling ...
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Do You Have Proof?

  • At the time the caveat is filed, making allegations is enough. But, as the case proceeds forward, evidence will have to be obtained to prove the allegations. In another article, we’ll review the most common legal objections to a will. For now, do you feel confident that the proof is out there and can be uncovered?
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If You Win, Do You Really Win?

  • In a will contest, you are asking the court to overturn the will. If that happens, the estate will either fall back to a prior will or to state law where there is no will. Does that help you achieve your goals?
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Is There A No Contest Clause?

  • This one only applies if you stand to inherit something under the will. If you are disinherited by the will, then this factor does not apply to you. If you are going to inherit something under the will and the will has a no contest clause, be careful! Handling the situation incorrectly, you could lose all of your rights under the will. There are sometimes ways to avoid triggering a no contest clause dep…
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Next Step

  • Make sure to download the Georgia Probate Handbook so you know how an estate is supposed to be handled. Everything discussed in this article is for general information and is not legal advice. For specific information about your situation, please contact our office to set up a consultation at (770) 920-6030. Disclaimer: The information above is provided for general information only and …
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