Planning For The ‘What-Ifs’

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Competency Issues And Will And Trust Contests And Disputes

To create a valid will or trust, one must be mentally, emotionally and cognitively “competent”. When beneficiaries and likely beneficiaries experience legal setbacks because a loved one was not competent when he or she created an estate document, they often have a strong case to contest the document and pursue assets and property.

Experience Makes The Difference

At the Phoenix, Arizona, probate litigation law firm of Gorman Law Group, PLC, our probate attorney team is highly experienced in litigating will and trust contests due to competency questions. Did your loved one suffer a medical problem upon completing a will or trust, including:

  • Alzheimer’s?
  • Dementia or senility?
  • Blindness?
  • Heavy medication?

We can effectively handle your entire dispute. Our services will likely include:

  • Filing your petition with the court
  • Investigating your case, including obtaining medical reports, meeting with treating doctors and working with our own experts
  • Working with social workers, adult protective services, court-appointed investigators and general witnesses to build your case
  • Working to identify and present a sound basis for your case and presenting it in litigation, mediation or arbitration

A Recent Case Illustrates Our Effectiveness

We recently represented the adult daughter of a 92-year-old man. They lived in separate states.

Before passing away the father met a younger friend at a church. The new friend convinced the father to convey his house to him and lend him money, resulting in a full transfer of all valuables.

Our investigation revealed that the new friend had executed a similar scheme in another state. The other victims testified, resulting in a positive legal result.

Contact Us

Contact estate planning attorney Andrew P. Gorman of Gorman Law Group, PLC, for a free initial consultation regarding will changes, undue influence and other issues related to competency. We accept Visa, MasterCard and Discover and are available for weekday and evening appointments. We operate five offices in Phoenix, Scottsdale, Sun City and Sun City West, Arizona, for your convenience. To contact one of our lawyers, call 623-278-6102.