Legal requirements of executor

Tom99

Yorkshireman99 wrote: »

Not off hand but executorship is a position of trust and it is implicit, possibly under common law, that the executor will carry out their duties accordingly. No executor should think that they can let their personal feelings interfere with their duties.

The Trustee Act 2000 seems to be the one which makes personal representatives legally bound to 'exercise such care and skill as is reasonable in the circumstances'.

https://www.legislation.gov.uk/ukpga/2000/29/contents

petgri

I daresay I will do as you and others have suggested, but sending these accounts is, so far as I am concerned "communicating" and opens the chance of further queries and further communication, all of which I would have preferred to avoid. I guess I could have paid a solicitor several thousand to avoid this but I wanted to get it sorted quickly and also do right by the other beneficiaries.

It has opened up more than a few old wounds already - but that's life. Thanks everyone!

getmore4less

petgri wrote: »

My thanks for that. In this case, the accounts are quite simple. Cash at bank, minus funereal expenses, minus any expenses in obtaining/administering probate. A few pluses and minuses. There are then specified amounts to selected people and charities, with the residue split between quite a number of other people.


I'm happy to pass this info to other beneficiaries but not this one person. I'm guessing that if this person does not like my unexplained deposits into their bank account, I could point them towards a solicitor (hopefully at that persons cost) and they could act as intermediary. But I was hoping they would just explain that the will would be available as a public record and that record would also quote size of estate.


Does that sound OK?

Thanks, Jesper

There is no reason not to enclose an I&A, you can redact(names) and condense if you want to reduce the level of info.

could even go as simple as.
Assets
expenses
legacies
residual.
your share.

lukewarn

If they try to push you around by threatening letters etc just ignore them and distribute exactly as per the will.

You,as executor,hold the authority and the only way they can try and force you to do otherwise is through the courts which is expensive.Even then they will probably lose.

petgri

You are right of course - and I do feel better for having had the advice from this forum - which I have used before and am most glad of.



It is not only the cost of using solicitors, but I am sure that I have managed to speed things up by several months just by being on top of things, so thanks everyone for all their help.