By Katarina Morgan

Partner & CEDR Accredited Mediator

20 August 2026

Article Blog

As intergenerational wealth transfer continues on an unprecedented scale, disputes over wills are likely to become increasingly common.

In her new article for Wealth Briefing and other publications, Katarina Morgan, Partner & Mediator in our Commercial Litigation department, explores the key issues professional advisers should be aware of when a will is challenged.

The article looks at:

• The circumstances in which a will may be challenged, including lack of capacity, undue influence, fraud and improper execution.
• Who may have grounds to bring a claim.
• Why acting quickly can be critical when a dispute arises.
• The role of caveats in preventing an estate from being distributed while a dispute is ongoing.
• How mediation can help resolve disputes, reduce costs and preserve relationships.
• The importance of advisers keeping clear records of their discussions with the testator and the decisions made.

With will disputes often involving significant assets and complex family dynamics, understanding the warning signs and knowing how to respond can be crucial.

You can read Katarina’s full article here: Challenging Wills – Information for Professional Advisors | Katarina Morgan

Disclaimer: General Information Provided Only

Please note that the contents of this article are intended solely for general information purposes and should not be considered as legal advice. We cannot be held responsible for any loss resulting from actions or inactions taken based on this article.