Executor Rant!

Twopints

Equally, if you are a beneficiary and after a number of requests to see a copy of the will, the only response you get from the executor is as this one, the natural response is to think they must have something to hide.

If they have never communicated with the beneficiaries, are they not failing in their duties?

MrsJam

Savvy_Sue wrote: »

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!

Gosh, bit blown away by reply from Savvy_Sue. Where do I say this is the first I have communicated just to ask after the will? How do you know what relationship I am to the deceased?

MrsJam

Twopints wrote: »

Equally, if you are a beneficiary and after a number of requests to see a copy of the will, the only response you get from the executor is as this one, the natural response is to think they must have something to hide.

If they have never communicated with the beneficiaries, are they not failing in their duties?

Thank you, just what we were thinking.

Savvy_Sue

MrsJam wrote: »

Gosh, bit blown away by reply from Savvy_Sue. Where do I say this is the first I have communicated just to ask after the will? How do you know what relationship I am to the deceased?

Of course, I don't know anything apart from what you've said. Which includes:

MrsJam wrote: »

We have asked the executor twice by text if we could have a copy of the will only to be totally ignored each time.

MrsJam wrote: »

We don't know the executor personally so why should they think so badly of us?

The only communication you have mentioned is two text messages. You say you do not know this executor personally. I am just trying to explain why someone you do not know may have reacted badly. Text messages are generally brief and to the point rather than friendly and chatty, and can come across as rude at the best of times.

The executor may well be trying to hide something, in which case they'd be defensive however friendly you were, but there may have been better approaches to take.

gettingtheresometime

I was always told that communication is 10% what you say and 90% how you say it (tone facial expressions etc)

That's why texts or emails aren't always a good idea

SeniorSam

Mrs Jam ....... It may help yo to read this from a solicitors page.
http://www.battleofwills.com.au/beneficiary-of-a-will.html

Sam

Marktheshark

They should have informed all beneficiaries of the legal challenge as you have the right to defend it as a interest party.
You can write and inform the executor that as they are concealing information you will be seeking legal advice to have them removed for non performance.
If they feel they have a reason why you should not do this they should contact you within 7 days.

MrsJam

Thanks for all the replies, much appreciated.

SevenOfNine

If the Executor is acting responsibly, why keep the caveat & the precise contents of the Will from MrsJam & sister who are beneficiaries.

Others clearly know what's in it or there wouldn't be a caveat. How can this happen without information being supplied to beneficiaries so they can 'defend their corner' so to speak?

If Executor was open & honest instead of aggressive it may well be that MrsJam & sister would agree that there was something a bit unfair about the Will contents, then discuss the best way forward without it all getting ugly, drawn out & expensive.

If I had received MrsJam's text I might have thought 'charming' & replied "yes, we miss him/her as well! But an explosive display of fury implies something a bit shifty to me.

Marktheshark

When you execute a will, you are not acting on behalf of the deceased, you are from a legal point, acting for the beneficiaries interest.
To refuse to communicate with the people you are acting for is asking to be removed by the beneficiaries.