Donatio Mortis Causa: Are deathbed gifts valid?

Naomi Ireson is a specialist contentious probate lawyer. Contact her for a free assessment of your claim by phone or email.

Inheritance lawyer Naomi Ireson considers the legal doctrine of ‘Donatio Mortis Causa’ answering the question, “Are deathbed gifts valid?”

A Donatio Mortis Causa is a legal term for a gift that is made by someone in contemplation of their death.
While most of us gift property by making a Will, it is common for people (particularly in recent years due to the COVID pandemic) to make substantial gifts or promises to loved ones and carers during the last days of their life. Sometimes these gifts are at odds with a Will that has previously been made by them.

When these gifts (sometimes known as deathbed gifts) are made they must comply with the ancient doctrine of Donatio Mortis Causa, which has its roots in Roman law.

The essential requirements of a Donatio Mortis Causa are:

  • The gift must be made in contemplation of the donor’s death;
  • The gift must be conditional upon the donor’s death;
  • The donor must part with dominion over the subject matter of the gift;
  • The property must be capable of being the subject of donatio mortis causa; and
  • The donor must have mental capacity.

If the principles of a Donatio Mortis Causa are met then the deathbed gift is likely to be legally valid.

If the deceased’s estate refuses to honour the deathbed gift then the recipient of the gift can make an application to the court for a formal court Order.

If you are involved in a deathbed gift dispute or need to know more about the question, “Are deathbed gifts valid?” then contact our free legal helpline. We offer free case assessments and can often work under a No Win, No Fee agreement. Call us on 0333 888 0404 or alternatively you can send brief details of the case to us by email at [email protected]

 

Naomi Ireson

Naomi Ireson

Naomi is a specialist inheritance dispute lawyer and one of England’s leading practitioners in this complex field.Her areas of practice include claims under the Inheritance (Provision for Family and Dependants) Act 1975, challenges to the validity of wills and beneficial interest claims involving estoppel and constructive trusts. She also deals with Court of Protection cases.
Naomi Ireson

Naomi Ireson

Naomi is a specialist inheritance dispute lawyer and one of England’s leading practitioners in this complex field.Her areas of practice include claims under the Inheritance (Provision for Family and Dependants) Act 1975, challenges to the validity of wills and beneficial interest claims involving estoppel and constructive trusts. She also deals with Court of Protection cases.

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