Final Cost Bundle request

Bones123

My aunt had dementia, was in a care home, she passed away there too.  Family appointed Solicitors to act as her Deputy for Health and Finances.  Solicitors are submitting their Final Bill of Cost Bundle.  I'm Executor and a Trustee, I've requested a copy of said Bundle, Solicitor ask me why I think I'm entitled to it and under what Ruling, (Clause or other), I need to quote something within the law that will make them submit this too me.  Please if someone knows how I can obtain it please kindly let me know.  Thank you in advance

Marcon

Bones123 said:

My aunt had dementia, was in a care home, she passed away there too.  Family appointed Solicitors to act as her Deputy for Health and Finances.  Solicitors are submitting their Final Bill of Cost Bundle.  I'm Executor and a Trustee, I've requested a copy of said Bundle, Solicitor ask me why I think I'm entitled to it and under what Ruling, (Clause or other), I need to quote something within the law that will make them submit this too me.  Please if someone knows how I can obtain it please kindly let me know.  Thank you in advance

You asked this a couple of months ago on another forum: https://forum.alzheimers.org.uk/threads/deputyship.152388/

Didn't the answers you received then help? If not, maybe go back and ask again, since it's likely they will have more specialists in such an area than this site will.

tacpot12

I think you will find something of help in section 8 and 9.13.13 of this document: Professional deputy costs (web version) - GOV.UK

sheslookinhot

Bones123 said:

My aunt had dementia, was in a care home, she passed away there too.  Family appointed Solicitors to act as her Deputy for Health and Finances.  Solicitors are submitting their Final Bill of Cost Bundle.  I'm Executor and a Trustee, I've requested a copy of said Bundle, Solicitor ask me why I think I'm entitled to it and under what Ruling, (Clause or other), I need to quote something within the law that will make them submit this too me.  Please if someone knows how I can obtain it please kindly let me know.  Thank you in advance

You are entitled to it, simply because you are paying for it.

mattojgb

Paragraph 10 of Practice Direction 24B

"Personal representatives and administrators

10. Where there are solicitor's costs outstanding which would be due from P's estate, the personal representative or administrator may agree any of these costs without an order from the court. If these costs cannot be agreed, the personal representative, administrator or the solicitor may apply to the court for costs to be assessed, using a COP9 application notice in accordance with the Part 10 procedure."