Beneficiaries and their solicitors

S

Sailorgirk

Registered User
Messages
19
I am execetor of a will with quite a few beneficiaries. I have instructed a solicitor who is working on this matter and preparing the SA2. I am trying to cut down on estate costs and had quite a chunk of work done on probate before I instructed a solicitor who was quite impressed with the work done & agreed a price bearing in mind the work I had done.

Now one of the beneficiaries has raised non complicated queries through their solicitor to rheso I proceeded to respond to the beneficiaries solicitor via email to answer the queries... This solicitor responded by saying she'll only deal with the estate solicitor.. I haven't instructed the estate solicitor to reply to this solicitor so my question is can a beneficiaries solicitor demand this?
 
Why does the beneficiary have any questions at all?

You're not obliged to answer them.

If they want info and you're prepared to share it, they can take it from you & not generate unnecessary costs.

Otherwise, they can wait in line.
 
DannyBoyD said:
Why does the beneficiary have any questions at all?

You're not obliged to answer them.

If they want info and you're prepared to share it, they can take it from you & not generate unnecessary costs.

Otherwise, they can wait in line.
Click to expand...
Thank you for your reply. Can a solicitor insist on only dealing with the estate solicitor and ignore the execetors reply?
I did expect some questions & I've no problem answering them as I feel it's my role to keep beneficiaries informed but it's this solicitor that is refusing to deal directly with me has annoyed me. It's like I'm a nobody
 
The estate solicitor works for you and in accordance with your instructions.

Make it clear to the beneficiary’s solicitor that these instructions don’t extend to dealing with queries that you can satisfactorily deal with yourself. Her acceptance of your position is her own business but not something you should be concerned with.

Instruct your own solicitor not to engage with her either.
 
I concur with all advice given. OP can do as they see fit, so long as they are acting within the law and in the best interests of the estate.

The demands of beneficiaries or their solicitor can be treated the same way as the demands of a spoilt 2 year old, including totally ignoring them if it comes to it.
 
Just to be 100% clear, the "estate solicitor", is actually the executor's solicitor. The executor is not obliged to answer questions or correspondence from beneficiaries or their solicitors, the executor's solicitor may not communicate with anyone other than the executor, without specific instructions.
 
Another question on this same topic
Am I correct in insisting to a beneficiary that an execetor can instruct any sol they want to act for them. I have a beneficiary insisting I should have used the sol that held the will and as I didn't I should have consulted the beneficiaries first.
 
Sailorgirk said:
I have a beneficiary insisting I should have used the sol that held the will and as I didn't I should have consulted the beneficiaries first.
Click to expand...
You’re under no obligation to do so. You’re the executor. These decisions are your call.

Assuming the suggested solicitor is the one who didn’t want to deal directly with earlier, it’s perhaps more understandable now. She lost out on the business she thought was hers.
 
Sailorgirk said:
I have a beneficiary insisting I should have used the sol that held the will and as I didn't I should have consulted the beneficiaries first.
Click to expand...
As others have said, choose whatever solicitor you like.

Some of the other beneficiaries questioned why I was appointing a solicitor other than the solicitor who drew up and held my parents will. As executor, I didn't have to give an explanation but did so, explaining that the original solicitor was quoting more than double the prices that I was getting from others, no one then had an issue with it. I also answered other questions that I was not obliged to answer.
I accept it will not always be the case, but often a simple explanation is all that is needed to keep the peace.

Probate and house sale went through promptly. We all benefited financially and there are no divides in the family going forward.
 
Last edited:
Thank you. I did try and explain various reasons why I chose the sol I did but it didn't satisfy this beneficiary.
I've been asked to send on legal legislation /act or equivalent that quotes that execetors have a right to choose a sol.
 
Sailorgirk said:
I've been asked to send on legal legislation /act or equivalent that quotes that execetors have a right to choose a sol.
Click to expand...
Ignore. Suggest perhaps that they identify a legal provision that precludes you from doing so.

Zobeda said:
There's a quote from somewhere or other that goes a long the lines of he who bears the responsibility makes the decision.

It seems apt here.
Click to expand...
I’m probably less diplomatic than @Zobeda but the quote I’d rely on ends “….. and the horse you rode in on”.

The role of executor is tough enough without this nonsense. Don’t give these people the time of day.
 
Salvadore said:
Ignore. Suggest perhaps that they identify a legal provision that precludes you from doing so.


I’m probably less diplomatic than @Zobeda but the quote I’d rely on ends “….. and the horse you rode in on”.

The role of executor is tough enough without this nonsense. Don’t give these people the time of day.
Click to expand...
Thank you all.. Yes tough doesn't come close. Just everything is picked at but I'm going to ignore from now on.
 
You must log in or register to reply here.
Back
Top