Hazel and her daughter Heidi lived together and shared an exceptionally close relationship throughout their lives. Tragically, Heidi died just six weeks before her mother. During her lifetime, Heidi was known to have difficult relationships with some family members, including her brother Patrick.

Patrick, who had seven children, worked for many years as a coalman and HGV driver and at one point ran the family coal merchant business. Importantly, he had been told that he would inherit “everything” once both Hazel and Heidi had passed away. As a result, this created a clear expectation.

Despite this, Hazel’s Will dated 24 January 2012 left her entire estate to Heidi and appointed her as sole executrix. The Will further stated that, if Heidi predeceased her, the estate would instead pass to Mrs Turner, who would also act as executrix. Patrick was entirely excluded.

While Inheritance Act 1975 claims carry risk—particularly the possibility of paying the other party’s costs if unsuccessful—this risk can often be managed with After the Event (ATE) insurance.

For this reason, it is vital to instruct a Contentious Probate Solicitor experienced in Inheritance Act claims. An experienced solicitor can assess prospects, manage costs, and often achieve an out-of-court settlement, saving time, expense, and emotional strain.