When a loved one passes away, families often expect the estate plan to provide clear instructions. Unfortunately, that is not always what happens. A will or trust may contain language that is unclear, incomplete, or difficult to reconcile with another provision in the same document. When that happens, beneficiaries and personal representatives may disagree about what the document actually requires.
A simple example is a will that says the estate should be divided “fairly” among the testator’s children. To one beneficiary, “fairly” may mean equal shares. To another, it may mean that the court should consider gifts, support, or other financial help provided during the testator’s lifetime. Without more precise language, the family may be left arguing over what the testator intended.
Another common problem occurs when two provisions appear to conflict. For example, one section of a will may direct that all assets be sold and added to the estate, while another section gives the decedent’s home to a specific child. The question then becomes whether the testator intended to exclude the home from the sale provision, intended the home to be sold with the rest of the assets, or made a drafting mistake.
Florida courts generally try to determine the testator’s intent from the will itself. The will is read as a whole, rather than by isolating a single word or sentence. If the language is ambiguous, the court may consider certain outside evidence to help resolve the ambiguity. That evidence may include surrounding circumstances, prior drafts, communications, or testimony from persons with relevant knowledge, depending on the type of ambiguity and the issues before the court.
If you are a beneficiary, personal representative, or family member involved in a dispute over unclear estate planning language, it is important to speak with a Florida probate attorney early. An attorney can review the will or trust, evaluate whether the language is truly ambiguous, explain the likely options, and help determine whether a petition for construction or another probate court filing is appropriate.
These disputes can be expensive, time consuming, and emotionally difficult. They can also create lasting family conflict. For that reason, a careful legal review should include not only the strength of the legal position, but also the cost, timing, and practical impact of pursuing the dispute.
Ambiguities are often avoidable with careful planning. Estate plans should be drafted clearly, reviewed periodically, and updated as family circumstances, assets, and the law change. Documents prepared at different times should also be reviewed together to make sure they work as a coordinated plan.
Huth, Pratt & Milhauser is one of Boca Raton’s leading estate planning and probate litigation firms. If you need to contest the interpretation of a will or draft estate planning documents, we are here to serve you.
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Boca Raton, Florida 33431
Phone: 561-392-1800
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