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Disputes Between Executors, Administrators or Beneficiaries

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It is not uncommon at all for the executor (or administrator) of a deceased estate not to see eye-to-eye with the beneficiaries, resulting in disputes. The issues that can arise during the administration of a deceased estate can be wide and varying.

Some disputes are unavoidable, such as where the executor (incorrectly) sees themself as being in a position of power and makes decisions that are not necessarily in the estate’s best interests but tending to favour their own interests, or that of a close relative.

If disputes are not handled sensibly and realistically, delays can occur and everyone can suffer, including the beneficiaries.

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What kind of disputes can arise?

The following are mere examples of fairly common disputes between those in charge of deceased estates and beneficiaries:

  • The executor fails to administer the deceased estate promptly, causing large delays.
  • The executor refuses to disclose to beneficiaries the financial position of the estate or give any update on where the administration is at.
  • The executor isn’t impartial and makes decisions putting their own interests first to the detriment of some or all beneficiaries.
  • Estate assets are wasted or disappear.
  • There is disagreement as to whether a particular person was the deceased’s de facto partner or dependent.
  • The executor refuses to acknowledge the existence of what might be another Will.
  • The executor refuses to follow up a debt that appears was owed to the deceased, or forgives a debt that was owed by the deceased.
  • A beneficiary refuses to vacate an estate property, pay rent or repay a debt.
  • A beneficiary, or other family member, disputes the validity of the Will for whatever reason.
  • A beneficiary disputes how the Will should be interpreted.

 

Where there is more than one person in charge of the estate (executor or administrator), sometimes they can come into dispute, for instance if they cannot agree on how the estate should be administered.

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What can be done?

We work with executors and beneficiaries to try and address disputes practically in order to try and resolve them early.

Despite what many executors think, a beneficiary does have rights. Primarily, the beneficiary has a right for the executor to administer the estate in accordance with the law. This means the beneficiary is entitled to certain information, certain updates and entitled to seek relief from the Court if necessary. Sometimes it can mean seeking to have the executor removed.

Of course, dispute are not always the fault of the executor. Sometimes issues arise due to a stubborn and unrealistic beneficiary.

Whatever the case, it is important is that disputes are addressed early in order to try and resolve them with minimal disruption to the estate, if possible.

In very serious cases or situations where the dispute cannot be resolved, assistance from the court is necessary. We have a good track record of pushing such matters through the court when necessary.

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Plan your next move

If you need advice about your rights, please contact one of our friendly Estate Litigation team members for a free 30-minute no obligation appraisal. Remember, time limits can apply on certain actions.

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“Thank you again for your kind attention to all the details of my case and your efforts towards a positive resolution.”

PK

“You did an absolutely brilliant job. I cannot thank you enough… I’m sending you some wine in the post, don’t open it until Christmas!”

MD

“Thank you for all your help and assistance. Definitely one of the better lawyers I have dealt with over these years. Extremely efficient and fast. Keep it up.”

IP
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