Navigating Will Challenges – Undue Influence

The loss of a loved one is undoubtedly a challenging time, and dealing with the distribution of their estate can further complicate matters. In some cases, concerns may arise regarding the validity of a will due to allegations of undue influence. Undue influence refers to situations where an individual exerts pressure or manipulates someone to change their testamentary intentions, leading to an unfair distribution of assets. In Colorado, as in many jurisdictions, the legal system provides avenues to address such issues and protect the deceased’s true wishes.

Understanding Undue Influence: Undue influence can occur when an individual uses their position of power or trust to coerce, persuade, or manipulate the testator (the person creating the will) into altering the terms of their will. Common scenarios involve caregivers, family members, or close friends who exploit vulnerabilities or dependency of the testator. This manipulation may result in a will that does not reflect the testator’s true intent, potentially disinheriting rightful beneficiaries or favoring the influencer.

Burden of Proof: When challenging a will based on allegations of undue influence, the burden of proof lies with the party contesting the will. In Colorado, the party must establish the presence of four key elements to prove undue influence:

  1. Existence of a confidential or fiduciary relationship between the testator and the alleged influencer.
  2. Active participation by the alleged influencer in the creation or alteration of the will.
  3. Substantial benefit or inheritance granted to the alleged influencer.
  4. Suspicious circumstances surrounding the execution of the will.

Legal Remedies: If a court determines that undue influence influenced the testator’s decisions when creating or amending a will, the will may be invalidated, and the court may revert to a prior valid will or distribute the estate according to the state’s intestacy laws if no previous valid will exists. However, it is important to note that the invalidation of a will does not automatically imply the disinheritance of the influencer. The court may still enforce provisions in previous wills that are not tainted by undue influence.

Preventing Undue Influence: To minimize the risk of undue influence, it is crucial to take proactive steps when creating or amending a will, especially if circumstances increase vulnerability. Some measures to consider include:

  1. Seek legal advice: Engage an experienced estate planning attorney who can guide you through the process, ensure compliance with legal requirements, and provide objective advice.
  2. Document decisions: Keep records of discussions and decisions made during the will creation process. These can help establish your testamentary intent and the absence of undue influence.
  3. Choose independent witnesses: Select witnesses who have no personal interest in the will and can testify to your soundness of mind and free will when executing it.
  4. Periodic updates: Regularly review and update your will to reflect changing circumstances, minimizing the risk of outdated provisions being challenged.

Conclusion: The issue of undue influence when challenging a will in Colorado demands careful consideration to safeguard the testator’s true intentions. Proving undue influence requires establishing a compelling case based on specific legal elements. By being aware of the potential risks, seeking legal advice, and taking proactive steps during the will creation process, individuals can help prevent undue influence and ensure their estate is distributed according to their wishes. Remember, consulting with a qualified attorney is essential to navigate the complex legal landscape surrounding wills and estate planning.

If you have questions regarding estate planning, probate, or civil litigation contact Chapman Law, PLLC to discuss your situation.

This blog is intended to provide general information and, therefore, should not be treated as legal advice. You should contact a qualified attorney for questions about legal issues.