“The golden rule is to get a capacity assessment, ideally from an experienced psychiatrist, to confirm the position either way. These are useful if the person making the will is elderly, has a poor mental health record, or takes medication that could affect their reasoning, among other examples.
“If there’s a report in place confirming the person’s capacity to make a will, this can be a huge help in making sure the will is admitted to probate and prevent a huge amount of heartache later on.”
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