'Evaluation of testamentary capacity: A systematic review'

Int J Law Psychiatry. 2024 Mar-Apr:93:101969. doi: 10.1016/j.ijlp.2024.101969. Epub 2024 Feb 28.

Abstract

Objective: To systematically review the literature on methods for the standardized and objective assessment of Testamentary Capacity (TC), to identify the best evidence-based and clinically pragmatic method to assess TC. Doubts concerning TC can have far-reaching legal and financial implications.

Method: A systematic search of the literature was conducted, using PRISMA guidelines, to identify studies which describe methods or tools for the assessment of TC.

Results: The Testamentary Definition Scale (TDS); the Testamentary Capacity Assessment Tool (TCAT); and the Testamentary Capacity Instrument (TCI) all have good psychometric properties, but TDS only partially assesses TC, and the TCI is designed for research rather than day-to-day clinical practice.

Conclusion: The TCAT could usefully supplement the clinical assessment of TC, coupled with a standardized examination of cognition. There is room to develop an all-encompassing TC assessment tool. Currently, the clinical judgement of a medical professional, taking account of the medical, legal, ethical issues informing a capacity or competency decision, remains the gold standard for assessing TC.

Keywords: Assessment of capacity; Financial decision making; Testamentary ability; Testamentary capacity; Undue influence; Will.

Publication types

  • Systematic Review
  • Review

MeSH terms

  • Humans
  • Mental Competency* / legislation & jurisprudence
  • Psychometrics*