Executor Rant!

MrsJam

Hi all

Our relative sadly passed away nearly a year ago now. My sister and myself are beneficiaries in their will. We have asked the executor twice by text if we could have a copy of the will only to be totally ignored each time.

As there was no response we recently emailed the solicitor where the will was kept asking for a copy of it. Next thing we receive two texts from executor, basically along the lines of how greedy we are, all we want is the money, she, (the executor) is disgusted with us and she knows our deceased relative and their family would also be disgusted with us. She also said she will express to solicitor for us not to see the will.

We were dumbfounded that our request should be met with so much anger, as I feel we've been very patient. We don't know the executor personally so why should they think so badly of us?

It's very obvious she doesn't want us to see the will but why?

Also just found out from the solicitor that other relatives of the deceased have placed a caveat on the will, but no one will tell us anything more.

That was a couple of weeks ago and we haven't responded yet, basically we don't know what to do or if there's anything we can do.

Never been in this situation before but surely it's not the correct way for an executor to behave?

Any ideas/advice?

Thanks in advance

missbiggles1

Sounds like something dodgy going on!

McKneff

If probate has been granted you can buy a copy of a will for a tenner......

MrsJam

Thanks for quick replies!

Other people said it sounds a bit dodgy too.

Probate was applied for but cannot go ahead because of the caveat in place.

Savvy_Sue

Can you get in touch with other beneficiaries? In particular the ones who have placed the caveat. If you end up having to take legal action it would almost certainly be cheaper to act together.

Mind you, I'd never text someone I didn't know personally to ask about my inheritance!

MrsJam

Hi Savvy-Sue, good idea about the other beneficiaries, solicitor gave names so possible we could track them down if we needed to.

As for texting someone we don't know personally she is the executor after all and we were just asking for a copy of the will.

Thanks

SevenOfNine

MrsJam wrote: »

Next thing we receive two texts from executor, basically along the lines of how greedy we are, all we want is the money, she, (the executor) is disgusted with us and she knows our deceased relative and their family would also be disgusted with us. She also said she will express to solicitor for us not to see the will.

We were dumbfounded that our request should be met with so much anger, as I feel we've been very patient. We don't know the executor personally so why should they think so badly of us?

It's very obvious she doesn't want us to see the will but why?

If someone is challenging this Will then there is certainly 'greed' involved but not necessarily yours. The deceased put you both as beneficiaries so what is it the Executor is hiding?

This might be interesting to read, though I'm not suggesting anything except reading! (Bits/all of it might not be applicable to your case).
http://www.stephensons.co.uk/site/individuals/contesting_wills_probate/caveats_warnings/

MrsJam

Thanks for the link,

We don't know if the people who put the caveat on the will are beneficiaries or if they've been excluded.

Am wondering if the will will now have to be disclosed because of the caveat in place?

If not, could we legally make the executor disclose the will to us? BTW it's not because of greed just that it does seem a little dodgy IMO

gettingtheresometime

MrsJam wrote: »

Hi Savvy-Sue, good idea about the other beneficiaries, solicitor gave names so possible we could track them down if we needed to.

As for texting someone we don't know personally she is the executor after all and we were just asking for a copy of the will.

Thanks

I think what Savvy_Sue is saying that texting has its place but sometimes its far better to speak to the person - and that this is one of those occasions.

BobQ

gettingtheresometime wrote: »

I think what Savvy_Sue is saying that texting has its place but sometimes its far better to speak to the person - and that this is one of those occasions.

Equally, if you wish to formally state something it is better to send a letter.

Savvy_Sue

gettingtheresometime wrote: »

I think what Savvy_Sue is saying that texting has its place but sometimes its far better to speak to the person - and that this is one of those occasions.

BobQ wrote: »

Equally, if you wish to formally state something it is better to send a letter.

Agreed, and especially if the executor was related to the deceased, and / or had more regular contact with the deceased than these beneficiaries.

Obviously the executor should comply with the terms of the will, but if the first you ever hear from some of the beneficiaries is a text message asking to see the will, no 'how are you, sorry for your loss, we miss Aunty Flo very badly, a shame we didn't get a chance to meet you before she died' - well, one can hardly blame the executor for thinking the worst!