Paul was unfairly left out of his late mother’s will and we turned this around.

Paul was unfairly left out of his late mother’s will and we turned this around.

Paul

When Paul’s mother passed away, he discovered that he’d been left out of her will. In a previous version of the will, Paul was listed as a beneficiary. His mother had dementia, and six months before she passed away, a close family member had persuaded her to amend the will.

When Paul came to see us, we recognised that this case was one of mental capacity. We engaged a leading neuropsychologist, specialising in dementia patients, to review the deceased’s clinical records. Based on his comprehensive analysis, it was clear that Paul’s late mother would not have been mentally competent at the time her will was altered. Our team also interviewed several people close to Paul’s mother. They confirmed her unstable mental state in the months leading up to her death. At mediation, we secured Paul a settlement of $300,000 (one third of his mother’s estate).

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