Psychiatry Treatment: Testamentary Capacity Testing

What is Capacity Testing?

If you’re the adult child of a parent with mental health complications, you may be concerned if your loved one is suddenly making changes to their will or trust. Luckily, you can request Capacity Testing to get clarity on their mental state. Capacity Testing is a series of evaluations designed to determine an individual’s mental competence, especially when making decisions that have legal ramifications. These tests ensure that a person is of sound mind and is making decisions based on informed judgment, rather than being influenced by mental impairments.

Testamentary Capacity Testing

Can an incompetent person change their will? When does someone lack the capacity to create or change a legal document? These are questions that often arise in today’s complex legal landscape—particularly when changes to a will or trust will impact other family members.

An individual’s mental state is of paramount importance when they’re making critical decisions related to legal documents. Capacity Testing, or Testamentary Capacity Testing, is a rigorous process that ensures the person’s decisions are genuine, voluntary, and not a result of cognitive impairments or undue influence. It provides clarity on the individual’s mental state, ensuring their decisions are legally valid and genuinely represent their wishes.

Who Uses Testamentary Capacity Testing?

A range of individuals and entities may utilize Testamentary Capacity Testing, including:

Legal professionals: To ensure that their client’s decisions related to wills and trusts are valid.

Family members: If they suspect that a loved one is being unduly influenced or if they believe their loved one might not be of sound mind when making legal decisions.

Courts: In disputed cases, courts might order Testamentary Capacity Testing to determine the validity of a will or trust.

Individuals: Proactively, individuals might opt for this testing to confirm their own mental state, especially if they anticipate disputes or challenges to their decisions in the future.

The Relevance of TICs

According to Jason Brandt, PhD, and Marshal F. Folstein, MD, a TICS, or Telephone Interview for Cognitive Status, is, “a brief standardized test of cognitive functioning that was developed for use in situations where in-person cognitive screening is impractical or inefficient.” If you or your loved one cannot leave the house, this type of assessment is also available.

Seeking Professional Help

Capacity Testing and, in particular, Testamentary Capacity Testing, has the power to safeguard the rights of individuals, ensuring their decisions are genuine and not influenced by external factors or cognitive impairments.

If you’re concerned about whether you or your loved one is of sound mind, and want to get a concrete answer via Capacity Testing, especially Testamentary Capacity Testing, reach out to Crownview Medical Group today. We specialize in these services and ensure a gentle but comprehensive evaluation process. We can make it simple for you to determine whether you or a loved one is fit to make changes to legal documents, settling questions that could otherwise lead to confusion, financial hardship, and relationship difficulties with family members.

Clarity is key. For more information or to schedule an appointment, contact


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CA 92118

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