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Is Alzheimer’s or Dementia Enough of a Reason To Challenge A Will

When someone has a loved one with dementia who executed a will after they were diagnosed with Alzheimer’s, they may wonder if that diagnosis was enough to adequately challenge the will. The answer would depend on the extent to which the disease has progressed.

An Alzheimer’s diagnosis in and of itself does not bar someone from signing a will as long as they have testamentary capacity at the time that they execute the will. This would be the case even in matters where the testator was under guardianship at the time of executing the will.

New York law states that in order to have testamentary capacity, there must be three things met:

1. the testator must understand that he or she is signing a will and what a will is,
2. the testator must have at least a general idea of what their estate entails, and
3. the testator must know who the “objects of his or her bounty” are, otherwise known as his or her heirs.

A person would be considered to be capable of signing a will if they had Alzheimer’s only when all of those three things were met at the time of the will being executed.

When it comes to signing wills when the testator has Alzheimer’s, sometimes the validity of the will depends on whether or not the testator was having a lucid day on that particular day. If the will was drafted defensively, then the attorney who drafted the will may have adequate documentation, such as a mental evaluation by a doctor and video evidence, showing that the testator had the testamentary capacity on the day that he or she signed. Most wills, however, are not drafted defensively and mental capacity would have to be determined by witness accounts and medical records.

What must also be considered is whether someone with Alzheimer’s may have been the subject of fraud, coercion or undue influence when he or she signed the will. Even someone who has the capacity to sign a will on their own may not have enough capacity to withstand persuasion. Because of that, there are cases where a will contest would be justified even if the person who made the will would have had capacity independently.

If you had a relative who passed recently and had Alzheimer’s and there is an issue with his will, call New York estate attorney Albert Goodwin, Esq. at (212) 233-1233 and schedule a consultation.