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Purpose

In accordance with the Mental Capacity Act 2005, this paper aims to explore the steps taken to maximise an individual's ability to make decisions in regards to making a Will.

Design/methodology/approach

Concepts relating to testamentary capacity are discussed and assessed thematically.

Findings

The case work illustrates how a systematic, structured, evidence‐based and individually focused approach to assessing and optimising capacity (under the terms of the Mental Capacity Act 2005) can be effective.

Originality/value

The paper sets out a framework for maximising capacity for decision making.

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