Estate Disputes – Problem Wills and Probate Issues

Estate Dispute Table

Estate Disputes and Litigation in British Columbia

Experienced Estate Litigation Lawyer. Probate and administration issues and disputes.

Estate litigation in British Columbia often arises during difficult times, when families are already dealing with grief and uncertainty. Disputes can involve questions about a will’s validity, concerns about an executor’s conduct, or disagreements about whether a spouse or child has been adequately provided for. Our firm focuses on helping clients in Kamloops and throughout British Columbia navigate these issues with clear advice and steady guidance.

Common Types of Estate Disputes

Estate disputes appear in many forms, but most fall within several key categories recognized under British Columbia law.

Will Challenges

A will may be challenged if someone with standing (the right to bring a claim) believes it is legally invalid. Grounds for invalidity can include:

• Undue influence or coercion
• Lack of testamentary capacity
• Fraud or forgery
• Improper execution or non‑compliance with the formalities of the Wills, Estates and Succession Act (WESA).
Challenges often arise where a person’s final will differs significantly from previous estate plans or where vulnerable individuals were dependent on others at the time the will was made.

Interpreting a Will

Sometimes a will is valid, but the wording creates uncertainty. Ambiguous, incomplete, or outdated language may lead to conflicting interpretations. Courts can be asked to determine the deceased’s intentions, relying on the will’s text, surrounding circumstances, and, in some cases, extrinsic evidence if the meaning cannot otherwise be resolved.

Wills Variation Claims

British Columbia is one of the few provinces that allows certain family members to seek a court‑ordered change to a will. Under WESA, a spouse or child may apply to vary a will if it does not make adequate, just, and equitable provision for them.

Who can apply
• A married spouse
• A common‑law spouse (in a marriage-like relationship for 2 years or more)
• Biological or adopted children 
Time limit
A Notice of Civil Claim must be filed within 180 days after the issuance of the grant of probate or administration, and served within 30 days of filing.
What the court considers
Courts look at the he moral and legal obligations owed by the deceased to the plaintiff. This includes many factors such as:
• The size of the estate
• The claimant’s financial circumstances
• The relationship between the deceased and the claimant
 
The goal is to ensure fairness while respecting the will-maker’s autonomy.

Executor and Trustee Disputes

Executors and trustees have significant responsibilities, including safeguarding assets, paying debts, preparing an accounting for all transactions, and distributing the estate as directed. Disputes may arise when beneficiaries believe:

• The executor is not acting in the estate’s best interests
• There are delays or failures to provide information
• There is a conflict of interest or potential mismanagement
Courts have the authority to pass accounts, provide directions, or remove and replace an executor where necessary.

Joint Property and Beneficiary Designation Disputes

Joint accounts and joint tenancy of real property often create conflict. The central question is whether the asset was meant as a true gift or whether it is held in trust for the estate. Courts examine evidence such as the parent–child relationship, contribution to the asset, and the intention behind the arrangement.

Trust and Estate Administration Disputes

Where trusts are involved, disagreements may arise about how assets are managed or distributed. Beneficiaries may also question whether a trustee has fulfilled fiduciary duties. Courts can review trustee decisions, provide directions, or order removal if required.

Debt Claims Against the Estate

Creditors may file claims seeking repayment of debts. When disputed, a court may need to determine whether the claim is valid, the amount owed, and how it impacts estate distribution.

Undue Influence

Undue influence occurs when a person is pressured or dominated into making decisions that do not reflect their true intentions. In British Columbia, section 52 of WESA allows a court to set aside a will or part of a will that was the product of undue influence.

Examples of situations that may raise concerns include:
• Isolation from family or friends
• Dependence on a caregiver or close relative
• Unexpected or unexplained changes to long‑standing estate plans
• Active involvement of a beneficiary in preparing the will
• A significant benefit flowing to the person exerting influence
Certain relationships—such as caregiver and patient, or trustee and beneficiary—may give rise to a presumption of undue influence, requiring the person who benefits to show the transaction was voluntary.

Lack of Testamentary Capacity

A will-maker must have mental capacity at the time the will is executed. The general rule is that the will-maker:

• Understands they are making a will and the consequences
• Knows the extent of their property
• Appreciates the people who might expect to benefit and can weigh those claims
• Is not suffering from a disorder or delusion that affects the will’s contents
Capacity must be assessed in relation to the entire estate plan, not just portions of the will.
If the formal requirements of execution are met, capacity is presumed unless suspicious circumstances exist. In those cases, medical records, witness testimony, and other evidence may be required to confirm the will-maker understood what they were signing.

Frequently Asked Questions About Estate Disputes in British Columbia

What is an estate dispute?

An estate dispute is a disagreement about how a deceased person’s property, known as the estate, is managed or distributed. Estate disputes in British Columbia often involve concerns about the validity of a will, the conduct of an executor, or whether a spouse or child received adequate provision under the will.

Who can challenge a will in British Columbia?

Anyone with a financial interest in the estate may challenge the validity of a will, including beneficiaries named in the will, beneficiaries under a previous will, and individuals who would inherit if there were no will. Spouses and children may also apply to vary the will under the Wills, Estates and Succession Act if they believe it does not make adequate, just, and equitable provision for them.

How long do I have to start a Wills Variation claim?

A Wills Variation claim must be filed within 180 days after the court issues the grant of probate or administration. The claim must then be served within 30 days of filing. Missing this deadline usually prevents an eligible person from bringing a variation claim.

What is undue influence?

Undue influence occurs when a person is pressured or dominated into making decisions, such as signing a will, that do not reflect their true intentions. Courts examine factors such as dependence, vulnerability, isolation, and whether the person benefiting from the will was involved in its preparation.

Can an executor be removed?

Yes. A court may remove an executor when the executor is unwilling or unable to act, has acted improperly, has a conflict of interest, or has lost the confidence of the beneficiaries. The court’s focus is always on the best interests of the estate and will not make the decision to remove an executor lightly.

Are handwritten or informal wills valid in British Columbia?

Possibly. The Wills, Estates and Succession Act gives the court authority to validate a document that does not meet formal requirements if it reflects the deceased’s final testamentary intentions. The court must be satisfied the document was intended to function as a will.

Legislation

Estate claims in British Columbia are governed by provincial legislation, including:

  1. The Wills, Estates and Succession Act; 
  2. Part 25 of the Supreme Court Civil Rules; and
  3. The Trustee Act

Executor Accounting

An executor’s duty to account is a fundamental responsibility in the administration of an estate. When someone is appointed as the executor of a deceased person’s estate, they take on the role of managing and distributing the assets and property according to the terms of the will or applicable laws. Part of this role includes providing a detailed and accurate account of their activities and transactions to the beneficiaries and the court, if necessary.

Joint Property

Property owned jointly with the deceased may or may not form part of the estate. Just because a joint owner asserts that they are not required to share the joint property with the estate does not mean that this is true. 

Cautions & Considerations

This webpage is not legal advice and should not be treated as a substitute for consulting a lawyer. It’s important to note that estate law can be complex, and resolving these disputes often requires legal assistance. Parties involved in estate disputes in British Columbia may seek resolution through negotiation, mediation, or litigation in the British Columbia Supreme Court or the British Columbia Court of Appeal, depending on the circumstances and the nature of the dispute. Consulting with an experienced estate lawyer is advisable in order to obtain the best outcomes when facing such disputes.

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