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Does Testamentary Capacity Affect the Validity of a Will in Tulsa, Oklahoma?

— February 15, 2023

If an individual was dealing with Alzheimer’s or some other issue affecting decision making, they would be said to be lacking testamentary capacity.

It is important for individuals to seek the assistance of Oklahoma estate planning lawyers to set up estate planning documents to protect their assets or arrange for care of loved ones when they are no longer able to. A good lawyer will be able to address all areas that could be contested and proactively act against them through the language of the legal documents. Testamentary capacity is the legal term used to describe a person’s legal ability to make or alter a valid will. Issues of testamentary capacity arise when interested parties claim that the testator did not understand what was happening because they did not understand some component of the will making and signing process.  This could refer to the actual signing of the will; knowledge about what property was included in the will; who would be the beneficiary of assets and property; or the testator (will maker) experiences the inability to understand any part of the document in cases of Alzheimer’s for example.  

Interested parties to a last will and testament can legally dispute its validity if they file a formal lawsuit when the will has been submitted for Oklahoma probate action.  An individual has three months to contest a will beginning on the date the will was admitted to probate.  In addition to the lack of testamentary capacity, a will can be contested for:

  • Undue influence when someone is pressuring the will maker and inappropriately swaying their decisions. Undue influence is evaluated by examining if the testator made a will different than they normally would have. Undue influence in estate planning can be difficult to prove because the will maker is often unavailable to be in court answering questions concerning influences during the will-making process
  • Due execution which includes specific steps and formalities that must occur under Oklahoma law and if they are not followed, lack of due execution is a reason to contest a will in Oklahoma. Lack of witnesses or a missing signature are examples of missed steps in the will execution process.

Importance of estate planning

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Estate planning allows a person’s wishes to be heard when they cannot speak for themself. Estate planning can not only prevent family conflicts, but it can prevent loved ones from having to make painful healthcare decisions as well. When an individual has worked hard to acquire assets including real estate, they want to make certain these assets are utilized in the best interests of surviving loved ones upon their death.  Depending upon the nature of the assets left to distribute and instances of beneficiaries contesting a will, the services of an estate planning lawyer may be required. 

Tax concerns

A Tulsa estate planning lawyer will do their best to effectively address all pointed concerns of clients when drafting a will to avoid any conflicts among heirs. A tax lawyer will be able to apprise beneficiaries of the tax liabilities associated with any type of asset they receive during estate settlements. Experienced lawyers who understand Oklahoma state and federal laws that will impact administration of a will can guide interested parties in accordance with estate planning documents.  


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