When questions arise about an individual’s ability to make decisions regarding their estate or will, courts and attorneys may request a Testamentary Capacity Evaluation. The Institute of Forensic Psychology (IFP) provides impartial, evidence-based evaluations to determine whether a person meets the legal and psychological criteria for executing a valid will. These evaluations ensure fairness in estate planning and resolution of disputes.
Our Approach
IFP conducts Testamentary Capacity Evaluations using a comprehensive, structured process:
- Clinical interviews to assess cognitive abilities, decision-making, and understanding of estate matters.
- Standardized assessments to evaluate memory, reasoning, and judgment.
- Review of records, including medical, psychiatric, and legal history.
- Collateral contacts with attorneys, family members, or treating providers when appropriate.
- Application of findings to the legal standards for testamentary capacity.
What We Address
- Ability to understand the nature and purpose of making a will.
- Awareness of the extent and value of one’s property.
- Understanding of the natural heirs and relationships involved.
- Capacity to make decisions free from delusion, undue influence, or impairment.
- Factors that may affect testamentary decision-making (e.g., dementia, psychiatric illness, temporary impairments).
Reporting
Reports from IFP are clear, impartial, and directly tied to the referral question. Findings explain how psychological evidence relates to the legal criteria for testamentary capacity, giving courts and attorneys objective information to resolve estate-related matters.
Why Choose IFP
IFP delivers evaluations that are objective, evidence-based, and trusted in court. Our multi-credentialed team employs a thorough and impartial process to ensure that findings are clear, relevant, and legally useful. We prioritize timeliness without sacrificing quality, and every evaluation is conducted with professional respect and cultural competence.
We look forward to working with you and supporting the critical decisions entrusted to the courts.
Supporting Civil-Legal and Probate Courts
IFP provides impartial, evidence-based evaluations to assist with matters such as Testamentary Capacity Evaluations. Our reports are clear, objective, and tailored to the unique needs of civil and probate courts, enabling judges and attorneys to make informed, legally sound decisions.
To request an evaluation, please contact IFP directly, and a member of our team will follow up with you shortly.