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Apr 10, 2018 · Your letter to the residual beneficiaries should similarly confirm that the payment is from the Estate of xxx. I would be tempted to include a brief statement of account to confirm the total value of the estate (after costs), the total of the pecuniary legacies, the residual amount and the beneficiary's share of the residual amount.

May 20, 2013 · There are a number of cousins that have been left money and the solicitor that DH and the other executor saw when they got the will etc advised them that they should write to all the beneficiaries to advise them what has been left to them and that the estate was in hand and would be settled as soon as possible.

Mar 9, 2022 · Nobody else is entitled to sight of the estate accounts, nor do you as executor have to enter into correspondence about it. As commented above, don't ask them to sign something saying they agree. It's your job as executor to ensure the amount is right, and if anyone argues, politely but firmly tell them that.

Jul 14, 2022 · Hello, I’m one of 3 equal share principal beneficiaries of my mother’s estate all named in the Will. After 5 years of a very rocky estate administration process, which has included the sole executor (also a beneficiary) being caught stealing thousands of pounds from the estate and consequently being made to pay it back, we are now in the home straights. 99 % of the …

Apr 15, 2016 · They are asking for 'legal documents' without specifying what exactly. Also, because I am family and a beneficiary too, they say they want me to hand executor duties to an 'impartial paid solicitor,' - but I haven't done anything 'partial', - still, they say, if this impartial person is paid to be Executor, the beneficiaries will 'doubtless get more info' than I've given.

Apr 11, 2018 · Husband is aware he also has responsibilities as executor, his brother has effectively cheated the other beneficiaries of thousands (husband & our own son are the other 2 out of 5), but TBH after a personal tragedy 2 years ago, we've neither the heart, energy nor stomach to bring him to book. We just want him out of our lives.

Dec 22, 2010 · Executor - Letter to Financials. idlebloke Posts: 18 Forumite. 22 December 2010 at 2:37PM in Savings ...

May 21, 2015 · OP, All you need to do is write a letter that authorises the solicitor to release the Will to you by name as joint-executor. At the same time get your sister to write to the solicitor saying that as joint-executor she agrees that they may release the Will to you.Or you could do a joint letter you both sign.

Nov 5, 2019 · But before spending money on solicitors, you could send a Letter before Action to the Executors requesting: 1. Copy of the Will 2. Copy of the Estate Accounts and stating that you will be taking legal advice if the proceeds haven't been distributed in accordance with the provisions of the will.

Apr 27, 2019 · As YM99 says, only residual beneficiaries are entitled to see them. In the interest of openess we did send ours a copy of the spreadsheet occasionally as we went along. When completed we sent the final accounts, cheque form dosh & an invitation to come & look through all the supporting paperwork if they so wished.