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ARTICLE · 10 NOVEMBER 2021

Challenging the essential validity of a will

The manner in which a will may be challenged on the grounds of Essential Validity is discussed here.

AustraliaFamily and Matrimonial

A will is vulnerable to challenge on a number of bases. It may be challenged on the basis that it does not provide 'adequate provision for the proper maintenance, education or advancement in life of the person' (otherwise known as a family provision claim).1 It may be challenged on the grounds of formal validity, which is directed to the question of whether the will has been duly executed in accordance with the formalities prescribed by s 6 of the Succession Act 2006 (NSW)2 (although, it is worth noting that the Court may dispense with these formalities in certain circumstances).3

This article, however, is concerned with the manner in which a will may be challenged on grounds of 'essential validity'. Essential validity is concerned with the mental elements going to the making of a will and is directed to the question of whether the will, in substance, is the last will of a free and capable testator.4 Essential validity will be established if, on the balance

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