Legal Question in Wills and Trusts in Illinois

Edlerly Grandmother passed away at 88 years old. She had 2 adult married sons w/children. 1 son attached himself to all of her financial affairs in last 5-10 years of life - she had dementia. In last year of her life, he "helped" his mother change her will, to make him the sole beneficiary to her estate, including over $100,000.00 in profits from the sale of a condo. The 2nd son was left a 20+ year old used car. In addition, the 1st son cashed in CD's and savings bonds that she had purchased many years ago for the 2nd son and his children. He also took all of her personal effects and will not share what happened to them with the 2nd son & his family. Her original will listed both sons to each receive 50% of her estate. What can the 2nd son and/or his family do?


Asked on 2/08/13, 1:56 pm

2 Answers from Attorneys

Jeffrey R. Gottlieb Law Offices of Jeffrey R. Gottlieb, LLC

2nd son would need to go to court to contest the Will and allege undue influence. It's generally not easy to prove. He should contact a probate litigation to go through the facts and determine how best to proceed.

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Answered on 2/08/13, 2:03 pm
Henry Repay Law Offices of Henry Repay

This will not be an easy matter and counsel should be sought promptly. If there was any indication of advantage being taken, it would have been better to report the concerns or seek guardianship during the decedent's lifetime. The burden to prove undue influence, incompetence or other issues will be on the son suggesting a problem. Unless the will was not properly handled, there would have been at least two witnesses to it who may attest to the decedent's competency and acting of her own accord, but those witnesses can be challenged as to what they saw and heard. There may be additional people who were also involved in the process of preparing the will who can be challenged on these matters, but it may be an uphill battle. Others who interacted with the decedent can be brought in. Possibly, the use of the money can be traced. Before going too far, since legal fees will likely be required, you need to ask whether there certainly was wrongdoing, advantage taken, or was one son simply more present, doing what he could, using money for the decedent over a number of years. In changing her plans, was the decedent simply recognizing who was there for and who was not. Next, you need to ask, even if there was wrongdoing, how likely are you to prove it and is it worth the expense to take the risk. A reputable, experienced probate attorney who is experienced in the courtroom will walk you through these and other considerations.

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Answered on 2/08/13, 6:23 pm


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