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Mental Capacity and the roles of Executor and Probate (PA14)

There are sometimes occasions when a person dies and the Executor named in their Will is not able to complete their role due to a lack of capacity. Similarly, there are times where a person may not have formed a Will, and the loved one who would normally act as Probate is unable to perform this role due to a lack of capacity

In this blog, we give a brief summary of the process and the steps needed.

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Writing a Will: Fountain pen atop hand-written note, alongside some purple flowers.

Testamentary Capacity: Making a Will

Testamentary Capacity refers to an individual’s legal mental capacity to create or amend their Will.  In cases where there is either a reasonable belief that the individual may lack capacity to complete their Will, or that there may be challenges to the Will in future, it is best practice to request an Independent Mental Capacity Assessment to safeguard the decision.

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