Will Disputes

Will Disputes in Michigan: Contesting or Defending a Will Effectively

Challenging or defending a will in Michigan is one of the most emotionally charged areas of probate law. When a loved one’s will seems unfair, suspicious, or invalid, families face difficult decisions amid grief. Will disputes—also known as will contests—arise from allegations that a will does not truly reflect the deceased’s intentions due to incapacity, undue influence, fraud, improper execution, or other defects. Under Michigan’s Estates and Protected Individuals Code (EPIC), these cases require clear and convincing evidence and strict deadlines, making timely, skilled representation essential. Without it, rightful heirs may lose inheritances, or valid wills could be overturned unjustly.

At Patrick & Associates, PLLC, led by experienced Michigan probate litigator Dean E. Patrick, we specialize in will disputes of all kinds. Whether you’re an heir believing a will was tainted by coercion, a beneficiary defending a loved one’s final wishes, or a personal representative facing challenges, we provide aggressive yet compassionate advocacy. With decades of courtroom success in contested probate matters, we guide clients through negotiation, mediation, or trial to achieve fair resolutions. Will disputes strain family relationships—our goal is to protect your rights while minimizing conflict and preserving legacies.

Common Grounds for Contesting a Will in Michigan

Michigan courts allow will contests only on specific, proven grounds. Successful challenges typically involve:

  • Lack of Testamentary Capacity: The testator (will-maker) did not understand the nature of their assets, family relationships, or the act of making a will—often due to dementia, illness, or medication.
  • Undue Influence: Someone exerted coercive pressure that overpowered the testator’s free will, substituting their wishes for the testator’s (e.g., isolation, dependency, or manipulation).
  • Fraud or Duress: The testator was tricked into signing (fraud in the inducement/factum) or coerced through threats.
  • Improper Execution: The will fails Michigan’s formal requirements—no witnesses, improper signing, or lack of intent.
  • Forgery or Revocation Issues: Evidence the signature is fake or a later will/revocation exists.
  • Mistake: Rare, but if the testator misunderstood material facts.

Courts presume wills are valid; challengers bear the burden of proof by clear and convincing evidence—a high standard. “No contest” clauses may deter challenges but are not always enforceable in Michigan if probable cause exists.

The Will Dispute Process in Michigan

Timing is critical—contests must often be filed before the will is admitted to probate (typically within months of death notice).

Key steps include:

  • Pre-Admission Challenge: File objections before probate opens to prevent admission.
  • Post-Admission Contest: Petition the court to set aside the will after admission.
  • Discovery Phase: Gather evidence via medical records, financial documents, witness depositions, handwriting experts, or psychological evaluations.
  • Hearings and Mediation: Present arguments; courts often encourage settlement to avoid trial.
  • Trial: If unresolved, a probate judge (rarely a jury) decides based on evidence.
  • Appeals: Challenge rulings through Michigan appellate courts if needed.

Cases can resolve in months or drag on for years, especially with complex evidence or family dynamics. Early intervention maximizes success.

Frequently Asked Questions About Will Disputes in Michigan

Here are answers to some of the most common questions we receive about will contests:

What are the most common grounds for contesting a will?

Lack of testamentary capacity and undue influence are the most frequent. Capacity issues often involve dementia or illness, while undue influence typically stems from coercion by a caregiver or family member.

Who has standing to contest a will?

Only “interested persons”—typically heirs who would inherit more under intestate laws or a prior will. Current beneficiaries generally cannot contest while accepting benefits.

What is the deadline for contesting a will in Michigan?

Contests are often required before the will is admitted to probate. Strict deadlines apply—act quickly after death notice to preserve rights.

What evidence is needed to prove undue influence?

Circumstantial evidence like sudden changes favoring a caregiver, isolation from family, or the influencer’s involvement in will creation. Medical records and witness testimony are crucial.

Can a will contest be settled out of court?

Yes—many are resolved through mediation or family settlement agreements, avoiding trial and preserving relationships.

What happens if a will contest succeeds?

The contested will is set aside. The estate passes under a prior valid will or Michigan’s intestate succession laws.

Are “no contest” clauses enforceable?

In Michigan, they are generally enforceable but not if the challenger has probable cause. We can evaluate enforceability in your case.

What are the risks of contesting a will?

Potential disinheritance under a no-contest clause, high costs, family conflict, and loss if evidence is insufficient. A merits evaluation is essential.

Do you represent both challengers and defenders?

Yes—we contest invalid wills to protect heirs and vigorously defend valid wills against meritless challenges.

Who Can Contest a Will?

Only “interested persons” with financial stake—typically heirs who would inherit more under intestate laws or a prior will. Beneficiaries under the contested will generally cannot challenge while accepting benefits.

Risks and Challenges in Will Disputes

Will contests are high-stakes:

  • Strict deadlines—if missed, the will stands forever.
  • High evidentiary burden—circumstantial evidence alone may fail.
  • Emotional toll fracturing families.
  • Costs, including potential liability for frivolous challenges.
  • Discovery of unfavorable family history.
  • “No contest” clause enforcement risking disinheritance.

Defending a will requires proving validity against aggressive attacks. DIY approaches often fail due to procedural errors or inadequate evidence presentation.

Benefits of Professional Representation in Will Disputes

An experienced probate attorney provides decisive advantages:

  • Case Evaluation: Assess merits early to avoid weak claims.
  • Evidence Strategy: Build compelling cases with experts and thorough investigation.
  • Deadline Compliance: Ensure timely filings to preserve rights.
  • Negotiation/Mediation: Pursue settlements reducing costs and conflict.
  • Trial Advocacy: Present persuasive arguments in court.
  • Risk Protection: Shield against liability or adverse costs.
  • Family Sensitivity: Handle communications diplomatically.

Whether contesting or defending, skilled counsel levels the playing field and maximizes outcomes.

How Patrick & Associates, PLLC Handles Will Disputes

Our approach is strategic and supportive:

  • Free consultation to review documents and discuss options.
  • Thorough evidence gathering and expert coordination.
  • Aggressive pursuit of mediation for efficient resolution.
  • Vigorous courtroom representation when necessary.
  • Clear communication throughout the process.

We represent clients in Wayne, Oakland, and surrounding counties, from simple challenges to multimillion-dollar estates.

Why Choose Patrick & Associates, PLLC?

Dean E. Patrick has decades of proven success in Michigan will contests and probate litigation, earning respect in probate courts for intellectual rigor and tenacious advocacy. We’ve helped countless families navigate these painful disputes, securing inheritances for deserving heirs and upholding valid wills against meritless attacks. Our firm combines legal excellence with genuine compassion—understanding the human side of every case.

Don’t let time slip away—will dispute deadlines are unforgiving. Acting quickly protects your rights.

Contact us today at (248) 663-2566 or complete our online form for your complimentary consultation.

Let us fight for the justice and closure you deserve.

Call 248-663-2566 or fill in the form below to get help now!