Capacity Recording and Golden Rule Compliance

How capacity videos and clear decision records help avoid challenges around capacity, knowledge, and approval.

Capacity video, clear reasoning, faster resolution

Case study details

The Situation

A will was drafted for an elderly lady with early signs of memory decline. When she died, one child challenged the will, arguing:

  • She lacked capacity

  • She didn't understand the changes

  • She didn't intend to reduce one child's share

  • There was no record explaining why she made her decisions

The solicitors had notes, but no video evidence.

The challenge cost tens of thousands to defend and created long-lasting family rifts.

How Executor Hub Would Have Helped

Executor Hub provides:

  • Capacity video recording built into the app

  • A way to store clear explanations for decisions

  • Annual capacity check-ins

  • Space to store letters to loved ones

  • A transparent evidence trail showing instruction history

Outcome if Executor Hub Was Used

A short video, recorded in the app, confirming capacity and explaining the decision would have likely prevented the challenge entirely.

At minimum, it would have resolved the dispute quickly, reducing cost and emotional damage.

Executor Hub brings certainty to a process where certainty matters most.