Signing of estate accounts

LobsterMemory

Currently executing my mother's estate, with the residuary legatees being myself and two brothers (also executors who have reserved powers)

I'd say I have a better relationship with them than that above but still think that transparency is important throughout the process as you don't know what resentment may be brooding during the times when the whole process seems stuck in treacle, especially as you're the one with the purse strings.

What i'm doing is every fortnight I send them a current statement of assets and liabilities, the distribution so far, an itemised listing of expenses and an investment performance statement. If you're keeping that information anyway, why not email everyone a progress report? Yeah, you don't have to but it's virtually zero extra effort, keeps everyone informed and if anyone wants to question anything, then it's easy to answer quickly, rather than leave it to fester.

lukewarn

"There ought to be a blinking LAW against beneficiaries whinging, arguing, nagging for payment, greed, being difficult in any shape or form & all the other negative things beneficiaries seem to think of to make the role of executor harder."


Had to laugh at that comment,spot on!


I endured 2 years of crap from siblings when they tried every trick in the book.....



Unsound mind,undue influence etc etc. They even tried (with a second firm of very aggressive solicitors) to force me to sign a part 36 offer to vary the will!


After 2 county court appearances, and a load of legal costs,they didn't get an extra penny out of the estate...

YoungBlueEyes

+1 for the new law !

While we're at it, can we make another that says it's illegal to lie to a solicitor please?

(The 'evil stepsisters' are responding to my solic's letters with total 4rse gravy. Appalling behaviour, there should be severe punishments for that imo!).

Yorkshireman99

YoungBlueEyes wrote: »

+1 for the new law !

While we're at it, can we make another that says it's illegal to lie to a solicitor please?

(The 'evil stepsisters' are responding to my solic's letters with total 4rse gravy. Appalling behaviour, there should be severe punishments for that imo!).

Tricky. A solicitor is also an officer of the court so it might be perjury. If she lied under oath it almost certainly is.

Dox

Yorkshireman99 wrote: »

Tricky. A solicitor is also an officer of the court so it might be perjury. .

No, it isn't. Perjury can only be committed when on oath.

A solicitor is an Officer of the Court and as such is not permitted to mislead the court either deliberately or by omission. The same doesn't apply to the relationship between client and solicitor.

Yorkshireman99

Dox wrote: »

No, it isn't. Perjury can only be committed when on oath.

A solicitor is an Officer of the Court and as such is not permitted to mislead the court either deliberately or by omission. The same doesn't apply to the relationship between client and solicitor.

If the person swears and oath as to a written statement?

YoungBlueEyes

It wasn't under oath or in court.

My solic wrote letters to them saying - you've had more than your fair share, now belt up and/or get legal advice. One of the emailed him back (cc'ing the other one in) with a load of complete tosh about how I was abusing Dad and thieving from him and he was scared of me and that they are going to ring the police etc etc.

That there should be illegal!

Yorkshireman99

YoungBlueEyes wrote: »

It wasn't under oath or in court.

My solic wrote letters to them saying - you've had more than your fair share, now belt up and/or get legal advice. One of the emailed him back (cc'ing the other one in) with a load of complete tosh about how I was abusing Dad and thieving from him and he was scared of me and that they are going to ring the police etc etc.

That there should be illegal!

In theory it is because is defamatory but in practice there no chance of pursuing it.

YoungBlueEyes

Thanks YM. It was just a thought, I'll not be pursuing it. I've trouble enough without going looking for more ha haa!

Sorry to derail your thread hbe 100.