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Executor or trustee disputes

Our initial assessment following your email enquiry is free.

If it is agreed that we need some more information before we can establish whether you have a valid case we will agree a reasonable fixed fee to make initial enquiries on your behalf. This sum is payable in advance and can be made by card over the telephone.

Once we have the relevant information we can then assess the viability of your matter. If there is a case to pursue we can then discuss the options available, including NO WIN NO FEE and private paying. Regrettably, we are unable to take legally aided cases.

We will also discuss the funding options at this point. If it is more appropriate to charge on a private basis we will endeavour to agree a fixed fee with you.

Executors and trustees are commonly referred to as Personal Representatives (PR's).

Where there is friction between PR's or a beneficiary and PR, either party may make an application to court to substitute/remove a PR and/or appoint a judicial trustee.

The PR may not have acted in the best interests of the estate, failed to provide information or acted negligently. Other situations where people may find themselves at odds with a PR include:

  1. Disputes about the appropriateness of a particular investment or other administrative act.

  2. Cases where a PR has a personal interest such as being a beneficiary under the will or intestacy or being a director or shareholder of a company in which the state is interested.

  3. Misuse of power by PR under a power of attorney, where a PR is partisan eg a friend or adviser to one of the principal beneficiaries.

  4. If a PR is dishonest.

  5. Where a PR is unreasonable.

  6. Where the PR is not acting in the best interests of the beneficiaries, eg excessive delay.

or call on 01952 566907

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Our initial assessment following your email enquiry is free.

If it is agreed that we need some more information before we can establish whether you have a valid case we will agree a reasonable fixed fee to make initial enquiries on your behalf. This sum is payable in advance and can be made by card over the telephone.