Another very important type of assessment is usually related to mental competency to sign a will or susceptibility to undue influence at the time the will was signed. While there are many grounds upon which the validity of a will can be challenged, the most common points for contest from a competency stand point would be:
1) Testator (the person signing the will) lacked the testamentary capacity to sign the will or codicil (amendment to an existing will).
2) Testator was not able to tolerate the challenge and was susceptible to undue influence.
If it is proven that the testator lacked testamentary capacity, the entire will is invalidated. If undue influence is proven, the part of the will affected by the influencing person is invalidated.
Forensic expertise may be needed at the time of signing a new will when there is doubt about the proposed beneficiary or testator’s competency.
This issue can also be raised post-mortem, a few years after testator’s death. At times, the will is contested by an unhappy potential beneficiary asking for a settlement or compensation.
Many legal terms have been applied in decisions regarding geriatric competency: “testamentary capacity”, “lucid intervals”, and “undue influence”. It is still the obligation of the medical field to clarify the understanding of aging processes. Medicine has been directed for generations toward finding the truth about illness or normal processes of aging. It can serve us again with objectivity and impartial expertise in many legal situations.