It has commonly been assumed that a will challenge cannot proceed prior to the death of the testator. The will speaks only upon the death of the testator, and a testator enjoys testamentary freedom to revise or otherwise revoke the will at any time prior to death, or to deal freely with his or her assets.
However, as reported in the New Jersey Law Blog, a recent California case has determined that when a conservator secures court approval of an estate plan while an individual is still alive, any challenge to the will must be made at that time, and not after the death of the individual.
In Murphy v. Murphy, the Court of Appeal for the State of California, First Appellate District, Docket No. A115177, the testator had suffered a stroke. A conservator was appointed for the testator, who sought court approval of the testator’s estate plan. A son, who was left out of the estate plan, was put on notice and did not challenge the estate plan.
After death, the son sought to challenge the estate plan. The Court of Appeal held that the son’s claim was barred on the basis of “collateral estoppel”. The son was not allowed to relitigate matters that were litigated in a prior proceeding.
The blog’s author observes that the decision “essentially bulletproofs the will of a person found incompetent and placed under the protection of a conservator, if the Court approves a revised estate plan with appropriate notice being given to all parties in interest who may have any basis to object.”
In Ontario, there is no similar procedure for approval of an estate plan. In fact, an attorney for property or guardian for property is expressly barred from making a will on behalf of the incapable person.
However, at least two Ontario decisions (Stern v. Stern and Weinstein v. Weinstein (Litigation Guardian of) have commented to the effect that the court should not “close its eyes to the fact that litigation among expectant heirs is no longer deferred as a matter of course until the death of an incapable person”.
Paul Trudelle
