Dependant claims on the estate of a deceased person

Most estates are dealt with relatively quickly anddeceased generally helped financially.
smoothly, particular where there is a valid will. All theIf the court decides an individual has proved they
money and personal possessions of the deceasedwere dependant on the deceased immediately prior
are effectively ‘put into the melting pot' andto the death, it will then decide how to make
divided according to the terms of the will or, wherereasonable financial provision. This depends, partly, on
there is no will, distributed to those entitled under thehow much provision (if any) is granted by the will or
intestacy rules.intestacy rules. The court will also consider what
But sometimes, someone may come forward andfinancial provision would be reasonable in all the
claim that the deceased should have left them a sumcircumstances. If it then sees fit to make an order in
of money as a dependant. That individual, in somethe claimant's favour it will take into account factors
cases, could already be a beneficiary who assertssuch as the claimant's own resources, any moral
that, because of the level of financial dependency onobligations the deceased had towards the claimant,
the deceased before death, they feel entitled to athe size of the estate and the length of time the
greater proportion of the estate.dependency lasted.
Such claims are called ‘dependency claims' andIt is quite possible that the deceased made specific
can be made by a spouse (or even a formerreference in his will as to why a certain individual has
spouse), a child or another dependent such as anot been provided for. The court will take the
partner. Invariably, claimants must prove that theydeceased's wishes into account when reaching its
were maintained before death by the deceased,decision.
usually requiring a ‘continuing and recurring'If you are considering making a will and someone is
arrangement, and that the deceased had beenfinancially dependent on you, you should ensure they
making a substantial financial contribution to theirhave been adequately provided for in your will. This
reasonable needs.could avoid a lengthy dispute after your death.
For example, a student ‘child' may be living rentHowever, it is useful to know that if the situation
free with a step-parent, or a relative may havelater changes you can review your will as many times
received lump sums in cash to enable him or her toas you wish – but do take proper professional
study or train for work. Possible claimants couldadvice.
include an ex-spouse who is receiving maintenance;If you need help with any legal services such as
children from a previous relationship receivingprobate help and handling estates after a loved one
maintenance; someone who has lived with thehas passed away make sure that you get assistance
deceased for more than two years or someone theduring this hard time.