Advancement in the medicolegal requirement for testamentary capacity assessment in older adults: the dilemmas in Hong Kong

Psychiatr Psychol Law. 2021 Sep 28;29(4):563-576. doi: 10.1080/13218719.2021.1956381. eCollection 2022.

Abstract

Medical and legal professionals are increasingly involved in probate disputes in which the validity of a will due to a lack of testamentary capacity in older adults is frequently challenged. The legal test for testamentary capacity under common-law jurisdiction was established in the famous case of Banks v Goodfellow (1870). The High Court of Hong Kong recently issued new practice guidance for legal professionals on the preparation of a will for older adults. This paper discusses the dilemmas and competing issues among different parties on this medicolegal interface based on recent literature and local examples. We recommend a risk-based pragmatic framework for legal and medical professionals to minimise potential disputes in testamentary capacity assessment.

Keywords: Banks v Goodfellow; Chinese; Hong Kong; medicolegal; older adults; probate dispute; risk-based framework; testamentary capacity.