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Executor and Trustee Disputes
Our specialist team can help you with any Executor or Trustee dispute.
Typical Executor and Trustee Dispute Claims
The duties of an Executor and a Trustee are extremely important but can also be complex. The terms Executor and Trustee can be interchangeable but essentially, the Executor deals with the managing and distribution of the deceaseds Estate and is usually appointed within the will. Whereas a Trustee is usually appointed by the terms of any trust agreement and deals with the management and protection the assets.
Whether your claim is regarding distribution of assets, disputes between executors or potential issues as to how a trust is managed, we can help. Here are some typical claims:
Failure To Administer the Estate or Trust Correctly
If the Executor or the Trustee mismanages the Estate or Trust Assets, claims can arise. Poor or negligent administration of the Estate and/or any Trust can be detrimental to the value of the Estate and/or the assets contained within the Estate or the Trust.
Get In TouchDistribution of Assets
Where distribution of assets are delayed, this can result in a loss for example, share prices may decrease, property may fall in value or investments may decrease in value.
Get In touchPoor Investment Decisions
If the Trustees are negligent in their investment decisions, then this can lead to financial loss. The beneficiaries can look to claim against the Trustees in respect of any loss arising from their negligence.
Get In TouchFailure To Pay Estate or Trust Taxes
If an Executor or Trustee fails to submit tax returns or pay the taxes on time, this can lead to financial losses which may result in a claim.
Get In TouchMisinterpretation of the Will
The specific terms outlined in the Will or Trust must be followed. If they are not, then a claim may arise.
Get In TouchDisputes Between Executors and Trustees
Where there are disputes between Executors and/or Trustees as to how the Estate should be managed or the Trust implemented then it may be necessary to remove an Executor and/or a Trustee, so as to allow proper management and distribution of any assets.
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With over 30 years of experience. We can assist you with your dispute.
Contact us today for a FREE no obligation consultation.
What is an Executor?
An Executor has been appointed by an individual who has made a will to manage and distribute their estate in the event of their passing. They should follow the instructions of the will and ensure the deceased wishes are carried out.
If you have an Executor dispute, get in touch today.
What is a Trustee?
A Trustee manages assets and money held in a trust on behalf of the beneficiary. A Trustee may be appointed due to the beneficiary being under the age of 18 or to manage a trust set up in a Will. The trustee should follow what is outlined in the Will.
If you have a Trustee dispute, get in touch today.
Our Approach To Executor and Trustee Disputes
Our approach sets us apart. We are client-focused and approachable. We understand that whether you have a dispute between executors or trustees, these often involve members of the same family. We aim to provide a sensitive and careful approach yet ensuring where possible the outcome you seek is achieved.
STEP 1
Case Evaluation
We start with a thorough assessment of your case to understand the complexities and determine the merits of your claim. We will gather all necessary information and put together a clear picture of your case.
STEP 2
Diligent Preparation
Once we have assessed your case, we prepare by assembling a strong foundation for your claim. This includes gathering detailed documentation, seeking advice from experts if necessary, and putting together a plan personalised to your unique circumstances.
STEP 3
Robust Representation
With thorough preparation in place, we provide robust representation to advocate for your interests. We are determined to fight relentlessly on your behalf, whether through negotiation, mediation, or litigation, to achieve the best possible outcome for your case.
We will resolve matters through negotiation, mediation, or other methods of alternative dispute resolution whenever possible. However, when court proceedings cannot be avoided, we ensure they are conducted professionally, skilfully, and as cost-effectively as possible.
Need Assistance? Get In Touch Today!
Our approach to handling contentious probate disputes involves a thorough evaluation of the case, diligent preparation, and robust representation.
Our Accreditations
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Our Accreditations
“Great service, expert in his field.”
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Mr C | Wetherby “Great service with a no-nonsense honest approach to your needs. High level highly experienced solicitors so you know you’re in immensely capable hands. Happy to recommend and to continue engaging.”
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Ms B | Leeds “…I am very confident in you and happy that I chose [Steven]. I know you can be a great help to me…”
Ms F | Leeds
“…I have been truly impressed by your kindness and empathy within the legal department. [Steven has] a remarkable ability to understand and support others through their difficulties…”
Anonymous
“Navigating legal complexities can be daunting, but finding the right support makes all the difference. Expert advice and unwavering support provided clarity during a challenging time. The firm’s dedication and professionalism were truly invaluable. Stevens commitment to clients is evident in every interaction. I wholeheartedly recommend their services to anyone seeking exceptional legal guidance.”
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Anonymous “
Steven is a top litigator who provides sensible help & advice.
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Anonymous “
I approached Thomas Harvey with some intrepedation knowing that you were a large practice.
Your customer care quickly eradicated my concern…In sum you listened and applied your considerable legal skills in a committed manner to help your client and one cannot ask for more. As for your charges you provided detailed records to a standard something I have never experienced before. That said, perhaps the word which best applies is exceptional. I would also add that the support provided by Lucy was equally exceptional.
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Anonymous
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