10/09/2026
Think a loved one's will was signed when he lacked capacity? π
The more information you bring to your strategy session, the better your attorney can evaluate potential claims and provide meaningful guidance. πβοΈ
Before your consultation, gather:
π Any prior wills, trusts, or estate planning documents
π The will in dispute and any probate court filings
π Medical records, diagnoses, and the names of treating physicians
π A list of medications taken around the time the will was signed
π Information about who arranged the attorney meeting, selected the attorney, or was present when the will was signed
π Documents containing the decedent's signature from the same time period
π Names and contact information for family members, heirs, beneficiaries, and key witnesses
π A timeline of significant events before and after the will was signed
π Emails, text messages, letters, or notes discussing changes to the estate plan
These documents and details can help your attorney evaluate potential issues involving capacity, undue influence, or the validity of the will.
π£οΈ Also be prepared to explain the specific facts that caused you to question your loved one's capacity at the time the will was signed. β±οΈ