Dealing with Tricky Beneficiaries - A One Hour Guide for Private Client Professionals

Introduction

When administering an estate, you can often find yourself spending a great deal of time talking to beneficiaries and resolving their issues rather than doing the job at hand.

Disputes and issues raised by or between executor and beneficiary can cause delay and are expensive, complicated, and stressful for all involved.

Learning when to hand over to the litigation team is important in complying with your duty to act in the client’s, and often the estate’s, best interests.

What You Will Learn

This webinar will cover the following:

• Teething issues - finding and contacting all the beneficiaries
• Your duties to the beneficiaries - are you executor or instructed by an executor?
• Requests for information from beneficiaries - what you can give them and when to charge the estate
• Disagreeable beneficiaries - what if they don’t agree with a step you have taken?
• Part 64 applications
• Disputes between beneficiaries - when they need to be told to take independent legal advice
• When do you need to speak to the litigation team?
• Practical considerations - round table meetings and discussions between parties
• When to stop
• Costs

This webinar was recorded on 1st February 2024