Testamentary Capacity Assessments are used to ascertain if a person has the capacity to make a Will.
Our Testamentary Capacity Assessments include one visit to the client’s home, an assessment, a written report that can be kept alongside your Will, travel and reading time. Our Assessors can also act as one witness to the Will (at no additional cost). This can only be actioned if the Will is present and capacity is confirmed.
Testamentary capacity is not covered by the Mental Capacity Act (2005), therefore Banks v Goodfellow, another legal test is required. For Testamentary Capacity Assessments, this case law is our benchmark and is included in all the accompanying reports.
We will request information such as a family tree, the size of their estate and whether they have any dependants. During the capacity assessment this information is used to verify what the client says. The Assessor then uses the information to develop questions asked and ensures that all decisions being discussed are covered in sufficient depth.
If you have a copy of the Will, it is helpful to provide us with it prior to the assessment or have it present on the day.
Please contact us. We will provide you with a copy of our bespoke referral form, which we will happily talk through with you.
The assessment takes place at the client’s home or a location they feel comfortable and comprises of an in-depth conversation. It is not a test. The Assessor will use the information provided before the assessment to engage in open questions surrounding the Will, the person’s estate and their family and friends. If a Will is present, they will also go through its contents. Alternatively, if a Will is not present they will similarly discuss the individuals wishes for their content of the Will.
If there is question over someone’s capacity or there could be seen to be doubt then a capacity assessment can help ensure that the person creating or changing their Will is doing so with understanding and without duress.
The assessment can help ensure the client continues to have a voice. They have an opportunity to express their wishes in a safe environment with no outside influence.
To discuss arranging a Testamentary Capacity Assessment, please contact us.