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Thread: Executors duty to provide beneficary with accounts when requested

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  1. #51
    Peridot's Avatar

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    Default Re: Executors duty to provide beneficary with accounts when requested

    Hi Tigi,
    Yes, suing the executor of the estate for the sum due to you. In the first instance I would write setting out your understanding and why you believe you are entitled to the legacy (under the Will) and when he believes the sum will be due. Maybe indicate when you expect a response by which also indicates a time scale for payment.
    If you feel you have already received the info the executor is likely to provide maybe request an up date in the absence of which confirm that you will be taking legal action, both requesting estate accounts and if necessary suing the executor for the sum due for which you will seek a costs order be made against him.
    Do bear in mind the executors year as Des8 mentioned. The executor may well fall back on this but at least you will have indicated what you propose doing if you don't receive a satisfactory response, indicating when payment will be forthcoming for you and your daughter, within 21 days.
    Do get yourself some free (or reduced fee) advice you may find it clarifies matters for you so you can choose the most appropriate option for you and your daughter.
    I am a qualified solicitor employed by the LegalBeagles forum to provide guidance on a wide range of legal queries. I am happy to try and assist informally, where needed.

    Any posts I make on LegalBeagles are for information and discussion purposes only and shouldn't be seen as legal advice. Any practical advice I give is without liability. I do not represent people on the forum.

    If in doubt you should always seek professional face to face legal advice.

  2. #52
    Tigi's Avatar

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    Default Re: Executors duty to provide beneficary with accounts when requested

    Hello again Peridot
    Thank you again for your helpful advice. It is quite humbling that people who don't know us will offer of their time to help when no-one else will. I am not quite up to responding for a few days until I am ready but you can rest assured I will not allow money to be stolen from us whatever initial course of action I take. I do believe I need to keep up the pressure though.

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