Executors 'year'

[Ravima]

OK, I know that executor has a year to seek grant of probate. Should executor tell beneficiaries that they have been left a bequest? Solicitor will not tell beneficiaries without permission from executor, who is in no hurry to knuckle down to it. One beneficiary would like to know the extent of their share, that they can plan a house extension and knowing the sum of cash involved, would make life easier.

 

[Pinoy adventure]

The beneficiaries need to be advised by either executor or solicitor dealing with the grant of probate.
Whoever advises won’t know the final figure until all bills are settled first.
Once settled the beneficiaries have a right too see the final statement.

 

[DannyBoyD]

beneficiaries need to be advised by either executor or solicitor dealing with the grant of probate.

Pretty sure there's no legal obligation to do so.

 

[mathepac]

The beneficiaries need to be advised by either executor or solicitor dealing with the grant of probate.

The executor's solicitor has no obligation and no business interacting with the beneficiaries unless s/he has instructions from the client, the executor.

 

[Pinoy adventure]

The executor's solicitor has no obligation and no business interacting with the beneficiaries unless s/he has instructions from the client, the executor.

At some point in the transaction all beneficiaries need too be notified by whoever is dealing with the estate so the estate can be distributed.

 

[DannyBoyD]

knowing the sum of cash involved

They won't know really until property is sold, debts paid, HSE / SW / Revenue cleared etc.

Until then its just guess work & possibly counting chickens before they're hatched.

 

[ClubMan]

At some point in the transaction all beneficiaries need too be notified by whoever is dealing with the estate so the estate can be distributed.

But at what point?

 

[Pinoy adventure]

But at what point?

Before the grant of probate is applied for as you will need to fill in a revenue beneficiary certificate.

 

[mathepac]

At some point in the transaction all beneficiaries need too be notified by whoever is dealing with the estate so the estate can be distributed.

Which is part of the executor's job.

 

[Ravima]

Thank you all.

I fear that executor is simply dragging feet to upset some of the beneficiaries. Sad really.