Why do will contests fail?
1. Insufficient evidence of eligibility
The most fundamental requirement for contesting a will through a family provision claim is proving you’re an eligible person under your state’s succession legislation. Many unsuccessful cases of contesting a will fail at this threshold because claimants cannot demonstrate:
- Financial dependence on the deceased
- Membership in the deceased’s household
- A moral obligation the deceased owed to provide for them
- A qualifying relationship as defined by statute
Example of failure
- Are financially independent
- Lived separately from the deceased
- Had minimal contact for years
- Received no financial support
2. Weak capacity challenges
- Medical evidence doesn’t support claims of incapacity at the relevant time
- The will was prepared with proper legal advice and supervision
- Evidence shows the deceased understood their estate and family obligations
- Witnesses observed that the deceased appeared mentally capable
What courts look for
- Didn’t know the nature and extent of their property
- Didn’t understand who might have claims on their estate
- Couldn’t comprehend the will’s effect
- Suffered from delusions affecting their judgment
3. Failed undue influence claims
- Inability to prove coercion beyond showing someone had influence over the deceased
- Evidence that the deceased received independent legal advice
- Lack of proof that the will’s provisions wouldn’t have been made but for the influence
- Credible explanations for the deceased’s decisions that don’t involve undue influence
Influence only becomes when it overpowers the deceased's free will. Persuading, advising, or even encouraging someone to make a particular decision doesn't constitute undue influence unless it involves coercion, fraud, or exploitation of vulnerability.
Legal insight
4. Inadequate proof of financial need
- The claimant has substantial assets and income
- The claimant’s financial difficulties result from poor choices rather than genuine hardship
- The provision made in the will is adequate given the claimant’s circumstances
- Other beneficiaries have greater needs competing for limited estate resources
The key principle of family provision claims
The most common reason unsuccessful cases of contesting a will in NSW and across the rest of Australia fail isn’t that the law is unfair. It’s because claimants are unable to prove the essential elements that the courts require. Understanding what you must establish before starting a claim can strengthen your case or help you recognise early when pursuing a challenge is unlikely to be worthwhile.
Key takeaway
Common strategic mistakes that lead to failure
1. Missing critical deadlines
Time limits for contesting a will are strict. If you miss the deadline, you can usually lose your right to make a claim, even if your case is otherwise strong.
| Waiting too long to seek advice | Even if the limitation period hasn’t expired, delays create problems when evidence is lost or the estate has been distributed. |
| Misunderstanding when time starts running | Some claimants incorrectly believe the limitation period begins when they learned of the will’s contents rather than when the deceased died or probate was granted. |
| Assuming extensions are routine | While courts have discretion to extend time limits, extensions are exceptional and require compelling reasons. |
| ACT | 6 months from grant of probate or administration |
| NSW | 12 months from the grant of probate or administration |
| NT | 12 months from the grant of probate or administration |
| QLD | 9 months from the grant of probate or administration |
| SA | 6 months from grant of probate or administration |
| TAS | 3 months from grant of probate or administration |
| VIC | 6 months from the grant of probate or administration |
| WA | 6 months from the grant of probate or administration |
The later you start, the weaker your position in negotiations and the fewer options available for strategic case preparation.
Key Takeaway
2. Inadequate legal representation
| Using general lawyers without estate expertise | Success requires understanding family provision legislation, case law on adequate provision, and the specific practices of probate courts. |
| Self-representation | While possible, self-represented litigants face significant disadvantages, including:
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| Engaging lawyers too late | When lawyers receive cases shortly before limitation periods expire, they lack time to investigate properly, gather necessary evidence, or engage experts, forcing them to proceed on incomplete preparation. |
3. Insufficient evidence gathering
Successful will contests depend on comprehensive evidence supporting every element of your claim. Cases fail when claimants:
- Don’t obtain independent financial evidence documenting their circumstances
- Fail to secure medical reports supporting claims about their needs or the deceased’s capacity
- Cannot produce documentation of their relationship with the deceased
- Lack evidence of contributions they made to the deceased’s wellbeing or estate
- Don’t gather evidence about the estate’s size and the adequacy of provisions for competing beneficiaries
4. Poor negotiation strategies
- Making unrealistic demands that prevent good faith negotiation
- Refusing reasonable settlement offers and ultimately receiving less at trial
- Negotiating without understanding the estate’s true value or other beneficiaries’ circumstances
- Failing to consider litigation costs that may exceed additional amounts you might win at trial
- Allowing emotional factors rather than financial analysis to drive decisions
Experienced estate lawyers help clients navigate the tension between seeking maximum provision and accepting reasonable settlements that avoid trial costs and risks.
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GMP Law service clients Australia‑wide, and have offices in Brisbane, Sydney, and Melbourne. If you’re considering contesting a will, contact us to explore your claim and discuss your options.
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What happens if you lose a will contest?
Cost consequences
If your will challenge is unsuccessful, you could be ordered to cover not only your own legal costs but also the estate’s expenses in defending your claim. In complex cases, this can run into tens or even hundreds of thousands of dollars.
Where a claim is brought reasonably and in good faith, courts may order that legal costs—particularly in family provision claims—be paid from the estate, even if the matter proceeds to court. However, this is discretionary and depends on the conduct of the parties and the circumstances of the case.
Many estate lawyers, including our team at GMP Law, offer No Win No Fee arrangements for family provision claims. In successful claims, legal costs are commonly paid out of the estate rather than by you personally, reducing the financial risk of pursuing a legitimate claim.Â
Impact on family relationships
- Siblings or other close family members may never forgive you for challenging the will
- Prolonged litigation can leave lingering resentment, even after the case ends
- Family gatherings may become strained or impossible
- Relationships with nieces, nephews, and other extended family members can deteriorate
Psychological toll
- Disappointment and grief over not receiving the provision you expected
- Feelings of rejection or betrayal, amplified when the court upholds the will
- Stress and anxiety caused by prolonged uncertainty during litigation
- Regret over the time, energy, and emotional investment in a challenge that did not succeed
Before pursuing a will contest, honestly assess not just your legal prospects but also your emotional capacity to handle an unsuccessful outcome and its consequences. Sometimes accepting an imperfect will proves less damaging than a failed challenge.
Legal insight
How hard is it to win a contested will?
The difficulty of contesting a will depends on the type of challenge and the strength of your evidence. Some claims, like family provision disputes, have relatively high success rates, while challenges to a will’s validity are generally more difficult. NSW accounts for the majority of contested wills in Australia.
Family provision claim success rates
These claims—where an eligible person argues they were not adequately provided for—tend to have more favourable outcomes:
- Around 74% of properly pleaded claims result in increased provision through settlement or court orders
- “Success” often means receiving more than what the will provided, but not necessarily everything sought
- Cases with clear financial need and few competing claims are more likely to succeed
- Claims against wills that already adequately provide face greater challenges
Validity challenge success rates
In New South Wales in 2011, 11 out of 87 estates (around 13%) included a validity claim alleging undue influence. Across Australia, validity challenges—including undue influence, capacity, and improper execution—were made in 43 out of 196 estates (around 22%). This shows that while such claims occur in multiple jurisdictions, they are far less common than family provision disputes, which make up the majority of contested will cases.
Factors affecting difficulty
| What makes cases harder | What makes cases easier |
|---|---|
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Mistakes to avoid when contesting a will
Don't delay seeking advice
| The mistake | Why it fails | What to do instead |
|---|---|---|
| Waiting months after learning about the will before consulting lawyers, assuming you have plenty of time to decide | Evidence disappears, witnesses’ memories fade, limitation periods creep closer, and you lose strategic advantages in negotiations | Consult an estate lawyer within weeks of learning about the will’s contents, even if you haven’t yet decided whether to proceed. At GMP Law we offer free initial consultations and provide a clear understanding of your options without any obligation |
Don't proceed without expert evidence
| The mistake | Why it fails | What to do instead |
|---|---|---|
| Attempting to contest a will based solely on your own testimony about your circumstances, relationship with the deceased, or their mental state | Courts require independent expert corroboration of key claims, particularly regarding financial need, the deceased’s testamentary capacity, and the adequacy of provision | Work with your lawyer to identify the necessary experts early. These typically include:
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Don't make emotional rather than strategic decisions
| The mistake | Why it fails | What to do instead |
|---|---|---|
| Refusing reasonable settlement offers because of anger at perceived unfairness, pursuing litigation to punish beneficiaries you feel don’t deserve the inheritance, or making unrealistic demands driven by feelings rather than legal analysis | Emotional decision-making leads to rejecting settlements you should accept, incurring unnecessary legal costs, and ultimately receiving less than you would have through compromise | Separate emotional responses from strategic decisions by relying on your lawyer’s objective assessment of reasonable outcomes. Weigh the total costs—both financial and emotional—against the likely benefits of continuing the litigation |
Don't underestimate the estate's defence
| The mistake | Why it fails | What to do instead |
|---|---|---|
| Assuming executors or beneficiaries will settle easily or that courts will automatically favour your position because you feel entitled to more | Estates have resources to mount sophisticated defences, executors have fiduciary duties to defend wills, and beneficiaries fight hard to protect their interests | Approach will contests with the understanding that they are genuine legal disputes. Success depends on thorough preparation, compelling evidence, and a realistic assessment of your prospects—not on assumptions that your position is obviously correct |
Don't ignore limitation periods
| The mistake | Why it fails | What to do instead |
|---|---|---|
| Assuming you can always get extensions if you miss deadlines, or believing limitation periods are guidelines rather than strict requirements | Courts rarely extend time limits, and missing deadlines typically results in permanent loss of rights regardless of your claim’s merit | Treat limitation periods as absolute deadlines. Seek legal advice immediately upon learning of the will, and ensure your lawyer files necessary documents well before deadlines to avoid last-minute problems |
Written by: David Cossalter 