Trouble with living will by aunt who died. Not benificiary of will, but qualify as intestate heir. Need help with challenge.

Asked almost 2 years ago - San Mateo, CA

Aunt/my mother very close. Aunt survived husband and only child. I was like her second son. My cousin is executor and she and her daughter, and her sister are listed as beneficiaries, along with a friend of the family. My aunt had asked me if I wanted to be in the will, to which I had said yes.
My mother convinced my aunt to leave me out. She now regrets that position. My cousin is not being forthright about information. I suspect deliberate intention by her to disinherit me. She claims it is up to the other beneficiaries to agree to allow me my share; however, I received a copy of the will from the court which leaves the entire matter of disbursement to her choice alone. There is more, but the jist of the matter is that I'm not being told all, and think I'm being left out illegally. Help.

Attorney answers (4)

  1. 5

    Lawyers agree

    Answered . Unfortunately, you have no legal right to enforce as to the estate of your aunt. You were not a named beneficiary, and the people who were named have no obligation to grant you anything from the estate. In addition, nothing suggests an issue of fraud or undue influence in the making of the will.

  2. 3

    Lawyers agree

    Answered . I agree with Mr. Perry. In addition, extrinsic evidence will not be allowed to prove your aunt's intentions.

    The general advice above does not constitute an attorney-client relationship: you haven't hired me or my firm or... more
  3. 4

    Lawyers agree

    Answered . I agree with the other attorneys in that if you are not a named beneficiary you will have an extremely difficult time convincing anyone you are entitled to a share.

    This is not legal advice nor intended to create an attorney-client relationship. The information provided here is... more
  4. 1

    Lawyer agrees

    Answered . The Will leaves too much to one person's discretion. But if it is as you say, then you have a right to challenge the administrator's discretion. You will need to prove to the court that it was your aunt's intent to leave you something to inherit. This isn't easy. I strongly advise that you seek the services of an attorney.

Related Topics

Contesting a will

You can only claim certain grounds when contesting a will, such as the lack of a "sound mind" or the presence of “undue influence” on the will's maker.

Probate

Probate is the legal process for proving a will valid or invalid, appointing an executor, and distributing estate assets according to the will or state law.

Can't find what you're looking for? Ask a Lawyer

Get free answers from experienced attorneys.

 

Ask now

34,353 answers this week

3,746 attorneys answering

Ask a Lawyer

Get answers from top-rated lawyers.

  • It's FREE
  • It's easy
  • It's anonymous

34,353 answers this week

3,746 attorneys answering