Q: My father died of dementia and there is a dispute about his mental capacities when he signed his will. He was lucid when
he signed his will. He was lucid when it was signed, but will the fact that he was diagnosed with dementia invalidate the will he signed after the diagnosis?
A:
Whether or not he had 'testamentary capacity' and could sign a will is FAR more complicated than just a diagnosis of dementia. Most people who have dementia have moments when they ARE aware of what is going on and can make rational decisions, and moments when they are completely 'out of it' The purpose of witnesses is that they can attest to the state of mind of the person signing the document -- it does not take a medical doctor to determine if someone meets the (rather low) threshold of 'capable to make a will'. The person directing the signing should have gone through several steps to insure the witnesses could do that. "who are you?' 'who are your kids/spouse' 'do you want this to be your will' (and if there are questions or unusual things, going over those things specifically, like 'you know your son Johnny-boy is not receiving anything under this will, and you want that. correct?') etc.
The standard is rather low. For example, the ONLY times I have refused to do wills for people is when they were so 'out of it' that they couldn't answer questions coherently (people have tried to get grandma to change a will under those circumstances and I haven't!) or on one occasion when a person came in and said his refrigerator told him his adult son was trying to kill him by making him go to the doctor, and he wanted to cut the son out of the will....
IF you believe the testator didn't know what he/she was doing, you should talk with his doctors and the witnesses and a local attorney to determine if you have evidence to show that. It is NOT an easy case to prove!
A:
Impossible to say. It will all depend on the testimony introduced at the evidentiary hearing. Dementia by itself won't be enough to invalidate the will but it is a factor. If people close to him, nurses, doctors, friends, acquaintances, testify that he understood what he was doing and had testamentary intent -- and the trier of fact (the judge, most likely) believes it, the will may be admitted to probate and given effect. You will need an attorney, no matter which side of the issue you are on. Good luck to you.
PS: My comments are not offered as legal advice or as to the applicability of any particular law but are offered for information only. My comments are not offered as an invitation to, nor intended to create, nor do they create, an attorney-client relationship.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.