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Pennsylvania Will Contests & Probate Disputes

Questions About the Validity of a Pennsylvania Will?

Expert Guidance for Families Facing Will Disputes & Estate Challenges

When you have concerns about a loved one's will—whether it's questions about its validity, suspicions of undue influence, or knowledge of a more recent will—the situation can feel overwhelming and emotionally charged. You're facing legal complexities while grieving, and family relationships may be strained.

PA Probate Help provides clarity and practical support for Pennsylvania families navigating will contests and estate disputes. While we don't provide legal services, we help you understand the process, connect with qualified probate litigation attorneys, and manage property-related aspects of disputed estates throughout Montgomery, Philadelphia, Bucks, Delaware, and Chester counties.

What Is a Will Contest?

A will contest (also called a "will challenge") is a legal proceeding in Pennsylvania Orphans' Court where someone objects to the validity of a deceased person's will. This isn't about disagreeing with how assets were distributed - it's about questioning whether the will itself is legally valid under Pennsylvania law.

Will contests are actually less common than many people think, but when they occur, they can significantly extend the probate process, increase costs, and strain family relationships. Understanding the legal requirements and grounds for contesting a will helps families make informed decisions about whether to proceed.

Common Scenarios That Lead to Will Contests:

  • A new will appears that differs significantly from a previous version

  • The deceased changed their will shortly before death under suspicious circumstances

  • Questions about the deceased's mental capacity when signing the will

  • Disinheritance of family members who expected to inherit

  • Suspicions of manipulation or pressure by caregivers or new relationships

  • Missing signatures, witnesses, or other technical deficiencies

Who Has Legal Standing to Contest a Pennsylvania Will?

Not everyone can contest a will in Pennsylvania. Under Pennsylvania law (20 Pa.C.S. § 751), only "interested parties" with legal standing have the right to challenge a will's validity. This protects the probate process from frivolous objections by people with no legitimate interest in the estate.

Beneficiaries of the Contested Will

Named in Current Will

Even if you're a beneficiary in the will being contested, you may challenge it if you believe:

  • You should have received more under a previous valid will

  • The current will was improperly executed

  • The deceased lacked capacity or was under undue influence

Beneficiaries of Previous Wills

Can There Be Multiple Executors?

If you were a beneficiary in a previous will but were removed or reduced in the new will, you have standing to contest. This is common when:

  • A new will drastically changes distributions

  • Changes were made late in the deceased's life

  • You suspect manipulation by new beneficiaries

Intestate Heirs

Out-of-State Executors

If there's no valid will, Pennsylvania intestacy law determines heirs. These statutory heirs have standing to contest because:

  • They would inherit if the will is invalid

  • They have a direct financial interest in the outcome

  • Pennsylvania law (20 Pa.C.S. § 2101-2114) establishes their rights

Pennsylvania Intestate Heirs Priority (If No Valid Will):

1. Surviving spouse (receives varying amounts based on who else survives)

2. Children and their descendants (if no spouse, or shared with spouse)

3. Parents (if no spouse or children)

4. Siblings and their descendants (if no spouse, children, or parents)

5. Grandparents and their descendants

6. More distant relatives per statute

Important Note:

Friends, caregivers, or charities named in a will generally do not have standing to contest it in Pennsylvania, even if they're beneficiaries. The law limits standing to family members with a financial stake in invalidating the will.

Valid Legal Grounds for Contesting a Will in Pennsylvania

Pennsylvania law recognizes specific grounds for will contests. You cannot challenge a will simply because you disagree with how assets were distributed or feel the distribution is unfair. You must prove one of these legally recognized grounds:

Lack of Testamentary Capacity

The person making the will (testator) must have been mentally competent at the exact time they signed the will. Under Pennsylvania law (20 Pa.C.S. § 2501), testamentary capacity requires that the testator:

- Understood they were making a will

- Knew the nature and extent of their property

- Knew who their natural heirs were (family members)

- Understood how the will distributed their property

Common Scenarios:

- Advanced dementia or Alzheimer's disease

- Severe mental illness affecting judgment

- Delirium from illness or medication

- Cognitive decline in final weeks/months of life

- Medical conditions affecting mental function

Important: The question is capacity at the moment of signing, not weeks before or after. Medical records, witness testimony, and expert opinions become critical evidence.

PA Probate Help Support: We help families gather evidence of capacity issues, including coordinating with medical record retrieval services and connecting with attorneys who specialize in capacity challenges.

Undue Influence

What It Means: Someone coerced, manipulated, or pressured the deceased into changing their will in a way they wouldn't have done independently. Pennsylvania courts define undue influence as substituting someone else's wishes for the testator's true intentions.

Red Flags That Suggest Undue Influence:

- Sudden changes benefiting a caregiver

- New will favoring someone who isolated the deceased from family

- Changes made when deceased was vulnerable or dependent

- Beneficiary arranged the will signing without family knowledge

- Beneficiary was present during will discussions with attorney

- Previous promises or statements contradicted by new will

Pennsylvania's Special Rules: When a confidential relationship exists (caregiver, power of attorney, trusted advisor) and they benefit substantially, Pennsylvania law creates a presumption of undue influence. The burden shifts to the beneficiary to prove the will was made freely.

PA Probate Help Support: We've seen patterns in undue influence cases and can help identify concerning circumstances. We also coordinate sale of disputed property when courts allow it during pending litigation.

Fraud or Forgery

What It Means: The will was created through deliberate deception, or signatures were forged.

Types of Fraud:

- Fraud in Execution: Deceased signed thinking it was a different document

- Fraud in Inducement: Deceased was lied to about facts influencing their decisions (e.g., "Your son died" when he didn't)

- Forgery: Someone forged the deceased's signature or witness signatures

- Fraudulent will creation: Fabricated document after death

Evidence Needed:

- Handwriting analysis

- Witness testimony about circumstances

- Proof of false statements made to deceased

-Document authentication issues

PA Probate Help Support: We can connect families with forensic document examiners and attorneys experienced in fraud cases. These cases require specialized expertise.

Improper Execution

What It Means: The will doesn't meet Pennsylvania's strict technical requirements for valid execution.

Pennsylvania Will Requirements (20 Pa.C.S. § 2502):

- Must be in writing (typed or handwritten)

- Must be signed by the testator (or someone at their direction in their presence)

Must have two competent witnesses who:

- Were present at the same time

- Saw the testator sign (or acknowledge signature)

- Signed the will themselves

- Are at l least 18 years old and mentally competent

Common Execution Problems:

- Only one witness (invalid in PA)

- Witnesses signed at different times

- Witnesses didn't actually see testator sign

- Signature not properly placed on document

- "Interested witnesses" (beneficiaries) in some circumstances

Self-Proving Affidavits: Pennsylvania allows "self-proving" wills with a notarized affidavit signed by the testator and witnesses. This prevents having to locate witnesses later but doesn't cure defective execution.

PA Probate Help Support: We help families examine execution circumstances and connect with attorneys who can evaluate technical compliance issues.

Revocation

What It Means: The will being submitted to probate was actually revoked (cancelled) by the deceased before death, making it invalid.

How Wills Are Revoked in Pennsylvania:

- Physical destruction: Burning, tearing, canceling, obliterating with intent to revoke

- New will: Later valid will automatically revokes earlier conflicting provisions

- Written revocation: Document stating previous will is revoked

- Codicil: Amendment that may revoke portions of prior will

Common Revocation Issues:

- Deceased tore up old will but new will can't be found

- Multiple wills exist with different dates

- Deceased told people they revoked will but didn't follow legal formalities

- Lost will (raises presumption of revocation)

- Destroyed will copy vs. original

Lost Will Rule: If the original will cannot be found and was last in the deceased's possession, Pennsylvania law presumes they destroyed it with intent to revoke it. The person trying to probate a copy must overcome this presumption.

PA Probate Help Support: We assist families in locating potentially missing wills and connecting with attorneys who handle lost will proceedings and revocation disputes.

How Will Contests Work in Pennsylvania Orphans' Court

Will contests in Pennsylvania follow a specific legal process through the county Orphans' Court system. Understanding these steps helps you make informed decisions about whether to proceed and what to expect.

Will Is Filed for Probate Initial Filing

Someone (usually named executor) files the will with the county Register of Wills. In Pennsylvania, there's no strict deadline for filing probate, but it typically occurs within weeks to months after death.

Notice is published in local legal journals and sent to heirs, giving interested parties opportunity to object.

Typical Timeframe:

Within 1-3 months of death

Filing Objections Formal Challenge

If you have grounds to contest, you (through an attorney) must file formal objections with the Register of Wills before the will is admitted to probate.

Pennsylvania law provides a limited window to object. Once a will is formally admitted to probate, contesting it becomes much more difficult (though not always impossible).

The objection must state specific grounds (capacity, undue influence, fraud, improper execution, or revocation).

Critical Timing:

Typically 2-4 weeks after notice, varies by county

Court Review &

Discovery Investigation Phase

The Orphans' Court schedules hearings to consider the objections.

Both sides engage in "discovery":

  • Depositions of witnesses

  • Medical record subpoenas

  • Document production

  • Expert witness preparation (if needed)

This is often the longest and most expensive phase.

Duration:

6 months to 2+ years depending on complexity

Mediation or Settlement Discussions Possible Resolution

Many will contests settle before trial. Courts often encourage mediation.

Settlement may involve:

  • Compromise on asset distribution

  • Payment to objecting party to withdraw contest

  • Agreement on which will version to admit

  • Creative solutions that satisfy all parties

PA Probate Help Role: We often assist with property valuations and sale options during settlement discussions.

Variable:

Can occur at any point in the process

Trial Court Decision

If settlement isn't reached, the matter goes to trial before an Orphans' Court judge (no jury in will contests).

Both sides present:

  • Witness testimony

  • Documentary evidence

  • Expert opinions (medical, handwriting, etc.)

  • Legal arguments

Judge determines whether the will is valid based on preponderance of evidence (more likely than not).

Duration:

Trial itself typically 1-5 days, decision may take additional weeks

Decision & Appeal Final Outcome

Judge either:

  • Upholds the will: Probate proceeds with contested will

  • Invalidates the will: Estate passes under previous valid will or intestacy

Either party may appeal to Pennsylvania Superior Court if they believe legal errors occurred.

Pennsylvania doesn't strictly require executors to be state residents, but local presence makes the process significantly easier. Out-of-state executors face challenges with court appearances, property management, and coordinating local professionals.

Pennsylvania doesn't strictly require executors to be state residents, but local presence makes the process significantly easier. Out-of-state executors face challenges with court appearances, property management, and coordinating local professionals.

Important Statistics:

  • Cost Range: $10,000 to $100,000+ in attorney fees (depending on complexity)

  • Success Rate: Approximately 20% of will contests succeed in overturning or modifying wills

  • Settlement Rate: About 60-70% of will contests settle before trial

Important Statistics:

  • Cost Range: $10,000 to $100,000+ in attorney fees (depending on complexity)

  • Success Rate: Approximately 20% of will contests succeed in overturning or modifying wills

  • Settlement Rate: About 60-70% of will contests settle before trial

How to Find Out If Someone Had a Will in Pennsylvania

Where to Look for Wills:

1. Register of Wills Office After death, wills are filed with the county Register of Wills where the deceased lived. These are public records.

Check Your County:

  • Montgomery County: Norristown

  • Philadelphia County: Philadelphia City Hall

  • Bucks County: Doylestown

  • Delaware County: Media

  • Chester County: West Chester

2. Attorney's Office Many people store their original will with the attorney who prepared it. Contact:

  • Estate planning attorneys the deceased used

  • Law firms in the deceased's area

  • Check correspondence, bills, or documents for attorney names

3. Personal Documents Search the deceased's:

  • Home safe or locked file cabinet

  • Safety deposit box (requires court order to access in PA)

  • Personal files and papers

  • Computer files or cloud storage

  • With accountant or financial advisor

4. Pennsylvania Will Registry Pennsylvania has NO statewide will registry. Each county maintains its own records only for wills that have been filed for probate.

5. National Will Registry Some people register wills with private services like:

  • U.S. Living Will Registry

  • National Will Registry These are voluntary and not commonly used.

If You Find Multiple Wills:

Pennsylvania law recognizes the most recent validly executed will as controlling. However:

  • Earlier wills may be relevant if the latest is contested

  • Comparing versions helps identify suspicious changes

  • Pattern of changes can evidence capacity or influence issues

What If No Will Is Found?

If after thorough search no will is located, the estate passes under Pennsylvania intestacy law (20 Pa.C.S. § 2101-2114).

However: If you believe a will existed but was destroyed or hidden, consult an attorney about:

  • Filing a "lost will" petition

  • Proving will's contents through witness testimony

  • Investigating possible suppression of the will

PA Probate Help Support: We assist families in conducting thorough searches and connecting with attorneys for lost will proceedings.

Understanding Your Role as Pennsylvania Executor

Closed estate administration folders with teal paperclip and lock symbolizing paused probate and frozen assets in Pennsylvania.

Probate Is Paused

The Register of Wills cannot admit the will to probate or issue Letters Testamentary until objections are resolved. This means:

  • No executor is officially appointed

  • Estate assets remain frozen

  • Beneficiaries cannot receive distributions

  • Estate administration cannot proceed normally

Gavel and Orphans Court case file on navy desk representing Pennsylvania probate judicial review process.

Court Proceedings Begin

The matter automatically transfers to the county Orphans' Court for judicial review. A judge must decide the validity of the will.

  • No executor is officially appointed

  • Estate assets remain frozen

  • Beneficiaries cannot receive distributions

  • Estate administration cannot proceed normally

Stack of invoices and fee documents representing increased legal and administrative costs during a will contest.

Estate Costs Increase

Will contests require:

  • Attorney fees for both sides (often paid from estate assets)

  • Court costs and filing fees

  • Expert witness fees if needed (medical experts, handwriting analysts, etc.)

  • Extended administrative costs (property maintenance, insurance, taxes, etc.)

Extended timeline chart showing probate duration increasing to 18–24 months during a will contest in Pennsylvania.

Timeline Extends Significantly

Instead of typical 9-18 month probate, expect:

  • Minimum 18-24 months with will contest

  • Often 2-4 years for complex disputes

  • Longer if appeals are filed

Divided estate folders representing strained family relationships and disputes during a will contest in Pennsylvania.

Family Relationships Strain

Will contests often create or deepen family rifts:

  • Adversarial legal positions

  • Depositions requiring testimony about deceased

  • Public court proceedings and documents

  • Settlement negotiations can be contentious

Estate Property During Disputes

Vacant Pennsylvania home exterior with For Sale sign symbolizing inherited property sitting in limbo during a will contest.

Real Estate Challenges

When a will is contested, inherited property sits in limbo:

  • Ongoing expenses (mortgage, taxes, insurance, maintenance)

  • Property deterioration if vacant

  • Market value changes during extended delays

  • Difficulty making improvements or major repairs

Organized desk with labeled folders and checklist symbolizing PA Probate Help’s coordination of estate management tasks during probate.

PA Probate Help's Role

We help families manage estate property during will contests

  • Maintenance coordination

  • Property securing and winterization

  • Market value assessments for settlement discussions

  • Strategic timing advice if court allows sale during proceedings

  • Connecting with attorneys who handle contested property sales

Some Pennsylvania courts allow property sales during will contests if

  • All parties agree

  • Court determines sale is in estate's best interest

  • Proceeds are held in escrow pending resolution

Some Pennsylvania courts allow property sales during will contests if

  • All parties agree

  • Court determines sale is in estate's best interest

  • Proceeds are held in escrow pending resolution

Protecting Yourself

Navy folder labeled Probate Litigation with teal pen and legal document symbolizing hiring an attorney for probate disputes in Pennsylvania.

If You're Objecting:

  • Hire experienced Pennsylvania probate litigation attorney

  • Document all evidence immediately

  • Understand costs vs. potential recovery

  • Consider settlement options realistically

If You're the Named Executor

  • Also hire an attorney (different from objector's attorney)

  • Don't distribute any assets until resolved

  • Continue maintaining estate property

  • Keep detailed records of all actions

  • Remain neutral if possible

How to Minimize the Risk of Will Contests (Prevention Strategies)

While PA Probate Help typically works with families after death, understanding these preventive strategies can help those currently doing estate planning. If you're concerned about a loved one's current will, these factors may inform your assessment of its validity.

Use Qualified Attorney

The Strategy:

Have wills prepared by experienced Pennsylvania estate planning attorneys, not DIY forms or online templates.

Why It Matters:

  • Ensures proper execution under PA law

  • Attorney can assess and document capacity

  • Creates contemporaneous records

  • Professional witnesses

  • Reduces technical defects

Warning Signs:

Wills prepared by non-attorneys, especially when beneficiary arranged it, raise red flags in contests.

Video Recording

The Strategy:

Video record the will signing ceremony showing the testator

  • Clearly understanding the document

  • Naming beneficiaries and explaining choices

  • Appearing mentally competent

  • Acting without pressure or duress

  • Interacting appropriately with attorney and witnesses

Why It Matters:

Powerful evidence of capacity and lack of undue influence that's harder to challenge than written records alone.

Pennsylvania Courts:

Video evidence is admissible and can be persuasive in demonstrating testamentary capacity.

Medical Capacity Assessment

The Strategy:

For elderly or ill testators, obtain contemporaneous medical evaluation of mental capacity specifically for will-making.

Process:

  • Physician examines testator shortly before signing

  • Doctor documents cognitive function

  • Specific assessment of testamentary capacity

  • Written report in medical records

Why It Matters:

Creates medical evidence directly addressing the capacity question at the relevant time.

Communication & Transparency

The Strategy:

Testator discusses estate plan with family members before death, explaining reasoning for distributions.

Why It Matters:

  • Reduces surprise and shock

  • Allows discussion of concerns

  • Testator can explain unusual provisions

  • Family understands reasoning

  • Demonstrates testator's clear thinking

Balance:

Not always appropriate, especially with disinheritance, but transparency often reduces contests.

No-Contest Clauses

The Strategy:

Include "in terrorem" (no-contest) clause stating that anyone who contests the will forfeits their inheritance.

Pennsylvania Law:

No-contest clauses are enforceable in Pennsylvania but with significant exceptions. Courts won't enforce them when:

  • Contest is based on probable cause

  • Challenge is brought in good faith

  • Forgery or fraud is alleged

Limitation:

Not as strong as in some other states. Provides some deterrent but not complete protection.

Consistent Pattern

The Strategy:

Maintain consistency across estate planning documents and over time.

What This Means:

  • Will matches current beneficiary designations (life insurance, retirement accounts)

  • Trust documents align with will provisions

  • Multiple updated wills show consistent pattern of intent

  • No sudden dramatic changes without clear explanation

Why It Matters:

Consistency across documents and time demonstrates deliberate, sustained intent rather than last-minute changes suggesting influence.

If you're concerned about a loved one's current estate planning situation or suspect undue influence is occurring now, consult with an elder law attorney immediately. Intervention before death may be possible.

If you're concerned about a loved one's current estate planning situation or suspect undue influence is occurring now, consult with an elder law attorney immediately. Intervention before death may be possible.

How PA Probate Help Supports Families During Will Disputes

We don't provide legal services, but we offer practical support and coordination that helps families navigate contested estates.

Attorney Connections

We have relationships with experienced Pennsylvania probate litigation attorneys across all five counties we serve. We can connect you with attorneys who specifically handle:

  • Will contests and challenges

  • Capacity disputes

  • Undue influence claims

  • Fraud and forgery cases

  • Lost will proceedings

We help you find attorneys whose experience matches your specific situation.

Two organized executor folders side by side on a professional office desk representing shared probate responsibilities.

Property Management

During extended will disputes (often 2-4 years), estate property needs ongoing management:

  • Market value assessments for settlement discussions

  • Maintenance coordination for vacant homes

  • Property securing and winterization

  • Strategic sale timing (if court permits)

  • Preparation for eventual sale once resolved

We've helped families manage estate real estate through complex litigation timelines.

Estate documents and Pennsylvania map on an office desk representing Certified Probate Real Estate Specialists’ guidance for out-of-state executors.

Estate Understanding

Will contests involve complex estates. We help families:

  • Understand estate assets and values

  • Identify and locate property

  • Coordinate appraisals for litigation purposes

  • Assess costs vs. benefits of contesting

  • Evaluate settlement scenarios realistically

Our CPRES expertise provides clarity on estate property values crucial to settlement discussions.

Estate documents and Pennsylvania map on an office desk representing Certified Probate Real Estate Specialists’ guidance for out-of-state executors.

Evidence Gathering

While attorneys handle legal strategy, we assist with practical evidence gathering:

  • Property condition documentation

  • Timeline reconstruction of events

  • Identification of relevant witnesses

  • Organization of financial records

  • Coordination with other professionals (appraisers, inspectors, etc.)

What We DON'T Do:

Document labeled Disclaimer with teal pen and navy folder symbolizing that PA Probate Help does not provide legal advice.
  • Provide legal advice (hire an attorney for this)

  • Represent you in court proceedings

  • Determine if you have a valid claim

  • File court documents or objections

  • Guarantee outcomes of will contests

What We DO:

Document labeled Case Summary with magnifying glass and navy folder symbolizing objective assessment of probate situations in Pennsylvania.
  • Provide objective assessment of situations

  • Connect you with appropriate legal counsel

  • Manage property throughout lengthy proceedings

  • Offer practical guidance based on decades of experience

  • Reduce stress by coordinating moving parts

  • Help families make informed decisions

Pennsylvania County Resources for Will Contests

Will contests are filed in the county where the deceased lived. Each Pennsylvania county has its own Orphans' Court and Register of Wills office.

Montgomery County

Register of Wills Office: Montgomery County Courthouse Swede & Airy Streets Norristown, PA 19404 Phone: (610) 278-3340

Orphans' Court: Same location, Court of Common Pleas, Orphans' Court Division

Local Procedures: Montgomery County is one of Pennsylvania's busiest probate jurisdictions. Will contest cases here typically see:

- Active mediation programs

- Experienced judges familiar with complex disputes

- Well-established local probate bar

PA Probate Help Coverage: Extensive experience with Montgomery County will disputes. Our Bala Cynwyd office provides convenient local access.

Philadelphia County

Register of Wills Office: Philadelphia City Hall, Room 180 Broad & Market Streets Philadelphia, PA 19107 Phone: (215) 686-6250

Orphans' Court: Same location, First Judicial District, Orphans' Court Division

Local Procedures: Philadelphia handles high volume of probate matters. Considerations:

- Longer wait times for hearings

- Complex local rules and procedures

- Urban estate complications (multiple properties, business interests)

PA Probate Help Coverage: Well-connected with Philadelphia probate attorneys and familiar with city-specific challenges in contested estates.

Bucks County

Register of Wills Office: Bucks County Courthouse 55 E. Court Street Doylestown, PA 18901 Phone: (215) 348-6265

Orphans' Court: Same location, Court of Common Pleas, Orphans' Court Division

Local Procedures: Bucks County probate proceedings known for:

- Efficient case management

- Suburban estate characteristics

- Mix of modest and high-value estates

PA Probate Help Coverage: Regular work with Bucks County estates and strong relationships with local probate bar.

Delaware County

Register of Wills Office: Delaware County Courthouse 201 W. Front Street Media, PA 19063 Phone: (610) 891-4355

Orphans' Court: Same location, Court of Common Pleas, Orphans' Court Division

Local Procedures: Delaware County handles diverse estate matters with:

- Accessible court procedures

- Experienced local probate bench

- Mix of suburban and urban cases

PA Probate Help Coverage: Extensive Delaware County experience and established attorney network for will contests.

Chester County

Register of Wills Office: Chester County Justice Center 201 W. Market Street West Chester, PA 19380 Phone: (610) 344-6335

Orphans' Court: Same location, Court of Common Pleas, Orphans' Court Division

Local Procedures: Chester County probate known for:

- Professional, efficient administration

- Higher-value estates common

- Agricultural property considerations

PA Probate Help Coverage: Strong Chester County presence with deep understanding of local probate practices and property markets.

Red Flags That May Indicate an Invalid Will

If you notice several of these warning signs, consult with a probate litigation attorney promptly. Not every concerning circumstance means the will is invalid, but patterns of suspicious factors warrant professional legal evaluation.

Concerning Circumstances:

  • Will was changed within weeks/months before death

  • Changes made when deceased was seriously ill or medicated

  • New will drastically different from previous versions

  • Deceased had been diagnosed with dementia or Alzheimer's

  • Will benefits someone who was recently hired caregiver

  • Beneficiary drove deceased to attorney or was present at signing

  • Deceased was isolated from family in final months

  • Will prepared by non-attorney or beneficiary arranged preparation

  • Original will cannot be located

  • Only one witness signed (Pennsylvania requires two)

More Red Flags:

  • Deceased previously promised different distributions

  • Sudden disinheritance of children or long-term spouse

  • Deceased expressed confusion about assets or family

  • Will benefits someone in position of trust/influence

  • Changes made shortly after deceased became dependent on beneficiary

  • Deceased had expressed different wishes repeatedly before death

  • Family was unaware will was being changed

  • Beneficiary had power of attorney or was guardian

  • Witnesses are unfamiliar with deceased (attorney's staff, etc.)

  • Will provisions don't match deceased's values or priorities

If multiple factors apply, contact a Pennsylvania probate litigation attorney for consultation. Time is critical - you typically have only weeks after the will is filed to formally object.

When You Probably Shouldn't Contest a Will

Not every disappointing or surprising will should be contested. Pennsylvania law doesn't allow challenges based solely on:

Invalid Reasons to Contest:

"It's Not Fair"

Pennsylvania law doesn't require "fair" distributions. The deceased had the right to leave assets however they chose. Disagreement with their choices isn't a legal ground for contest.

"I Expected to Inherit More"

Your expectations don't create legal rights. Unless you can prove one of the specific legal grounds (capacity, undue influence, fraud, improper execution, or revocation), your hopes don't matter legally.

"My Sibling Got More Than Me"

Unequal distribution among children is legal and common. Parents can favor one child over another for any reason or no reason.

"I Was Verbally Promised Something Different"

Oral promises don't override a written will in Pennsylvania. The deceased's most recent valid written will controls.

"The Deceased Was Old/Sick/Depressed"

Age, illness, or depression alone don't equal lack of capacity. The legal standard is whether they understood what they were doing when signing the will - many people with serious illnesses maintain testamentary capacity.

When to Accept the Outcome:

  • You lack evidence supporting a legal ground

  • Costs of contesting would exceed potential recovery

  • Family relationships matter more than money

  • Deceased's capacity was clearly documented

  • Will was professionally prepared and properly executed

  • You're emotionally exhausted and need closure

Sometimes the healthiest decision is acceptance, even when the outcome isn't what you hoped for.

Frequently Asked Questions About Pennsylvania Will Contests

How much does it cost to contest a will in Pennsylvania?

Contesting a will typically costs $10,000 to $100,000+ in attorney fees, depending on case complexity. Probate litigation attorneys usually charge $300-500/hour. Costs include filing fees, expert witnesses (doctors for capacity cases, handwriting analysts for forgery claims), depositions, and trial preparation. Many attorneys require substantial retainers ($5,000-25,000) upfront. Additionally, the estate bears ongoing costs during litigation (property maintenance, insurance, taxes) for what can be 2-4 years. Consider potential recovery against costs: if you stand to inherit $50,000 more by contesting, spending $40,000 to contest may not make financial sense. PA Probate Help can help you assess whether the potential recovery justifies the costs and connect you with attorneys who can provide fee estimates for your specific situation.

How long does a will contest take in Pennsylvania?

Pennsylvania will contests typically take 18 months to 4+ years from filing objections to final resolution. The timeline varies significantly based on case complexity, county court schedules, and whether parties settle or proceed to trial. Discovery phase (gathering evidence, depositions, expert evaluations) often takes 6-18 months. If the case goes to trial, add several more months for court scheduling, trial itself, and judge's decision. Appeals can add another 1-2 years. During this time, the estate remains in limbo—no executor appointed, no assets distributed, ongoing expenses accumulating. About 60-70% of will contests settle before trial, which can shorten the timeline. The emotional and financial toll of extended litigation is why settlement is often in everyone's best interest, even if it means compromise.

What happens to the estate property while a will is being contested?

When a will is contested, estate property (real estate, bank accounts, investments) remains frozen. No executor has legal authority to distribute assets or sell property without court approval. For real estate specifically: mortgage payments, property taxes, insurance, and maintenance costs continue. Vacant homes may deteriorate. Market conditions may change. Pennsylvania courts sometimes allow property sales during will contests if all parties agree or court determines sale is necessary to preserve estate value. Proceeds are held in escrow until the dispute resolves. PA Probate Help assists families in managing estate property during extended will contests—coordinating maintenance, obtaining necessary court approvals for sales when appropriate, and ensuring properties don't deteriorate or drain estate resources during litigation.

Can I contest a will if I'm not mentioned in it?

In Pennsylvania, you can contest a will only if you have legal "standing"—meaning a financial interest in invalidating it. If you're not mentioned in the will being contested BUT you were a beneficiary in a previous will or you would inherit under intestacy (Pennsylvania's default inheritance laws for when there's no valid will), you have standing. For example, if you're a child who was disinherited in a new will but would inherit under intestacy law, you can contest. However, if you're a friend, coworker, distant relative with no intestacy rights, or someone with no connection to previous wills, Pennsylvania courts will dismiss your contest for lack of standing regardless of how suspicious the circumstances seem. The law limits will contests to people with direct financial stakes in the outcome.

What's the deadline for contesting a will in Pennsylvania?

Pennsylvania law requires will contests to be filed before the will is admitted to probate - typically within 2-4 weeks after the will is filed with the Register of Wills (varies by county). Once the Register formally admits the will to probate and issues Letters Testamentary, contesting becomes much more difficult (though not always impossible through petitions to revoke probate). This short window makes it critical to act quickly if you have concerns. As soon as you learn of a loved one's death and have suspicions about the will, contact a probate litigation attorney immediately. Don't wait to gather evidence or think through your options—the clock is ticking. After probate is granted, you may still be able to file civil lawsuits for fraud or undue influence, but the procedural burdens increase substantially.

Can a will contest be settled out of court?

Yes, and most are. Approximately 60-70% of Pennsylvania will contests settle before trial through negotiation or mediation. Settlement often involves compromise—perhaps the objecting party receives a payment to withdraw their contest, or parties agree on a different asset distribution than the will specified, or they agree to probate an earlier will version. Pennsylvania Orphans' Courts actively encourage mediation and settlement conferences. Settlement benefits everyone: reduced legal costs, faster resolution, preserved family relationships, certainty of outcome (vs. unpredictable trial), and privacy (settlements can include confidentiality provisions). However, settlement requires all parties to act reasonably. PA Probate Help often assists during settlement discussions by providing property valuations and sale feasibility analysis that informs realistic settlement negotiations.

What evidence do I need to successfully contest a will?

Evidence requirements depend on your grounds for contesting. For lack of capacity: medical records showing dementia/cognitive decline, testimony from physicians and caregivers who witnessed mental state, documentation of confusion or impaired judgment around the time of will signing, prior capacity assessments. For undue influence: evidence of confidential relationship between deceased and beneficiary, isolation of deceased from family, sudden changes benefiting the influencer, deceased's dependence on influencer, beneficiary's involvement in will preparation or signing. For fraud: testimony about false statements made to deceased, evidence deceased was deceived about document contents or facts. For improper execution: witness testimony about signing ceremony, evidence witnesses weren't present together or didn't actually witness signature. An experienced probate litigation attorney can assess what evidence you have and whether it's sufficient to proceed. PA Probate Help can help you organize evidence and identify additional sources before meeting with attorneys.

Should I contest my loved one's will?

This deeply personal decision requires weighing legal, financial, and emotional factors. Consider: Legal strength—do you have valid grounds and sufficient evidence? Financial analysis—do potential recovery amounts justify the $10K-$100K+ costs? Relationship impact—can family relationships survive litigation? Time investment—can you handle 2-4 years of legal proceedings? Alternative options—could you negotiate a settlement without formal contest? Emotional readiness—are you prepared for depositions, testimony, and public proceedings about your loved one? Pennsylvania probate litigation attorneys can assess your legal case strength. PA Probate Help provides honest, objective perspective on these difficult decisions. Sometimes contesting is clearly warranted (obvious fraud, severe undue influence, substantial estate). Sometimes accepting an imperfect outcome preserves what matters most—family relationships and your own wellbeing during grief.

Joe Thomas

Certified Probate Real Estate Specialist

If you have any questions about the probate process or would like to speak with a Certified Professional Real Estate professional about your specific probate needs, please use the following form to get in touch. We can also be reached directly at (215) 452-9415.

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IMPORTANT NOTE:

Please be aware that the information on this page is delivered without warranty or guarantee of accuracy. It’s provided to help you learn more and formulate specific questions to discuss with your attorney and/or your Real Estate Professional and/or to help a personal representative, executor or executrix when executing their challenging responsibilities. By accessing this page, you acknowledge that it has been provided for information only and that you are hereby advised that any decisions regarding probate issues should be discussed with an attorney and/or a Real Estate Professional.