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Will and Trust Disputes


Executors and Trustees

Executors and Trustees can find themselves caught in the middle of Will and trust disputes with beneficiaries or having to defend the estate or trust they are administering from external claims or challenges.

The executors or trustees may themselves be subjected to investigation or efforts to remove them. There are many potential pitfalls.

Taking on the role of an executor or trustee is a serious commitment and can lead to personal liability if the estate or trust suffers financial loss.

We can help executors and trustees to understand their responsibilities and avoid problems.
Our services enable a wide range of disputes and problems to be dealt with successfully, preventing challenges to the authority of executors and trustees and avoiding penalties and personal liability.

Beneficiaries – Problems

If you have grounds to believe that a Will is invalid or should not go through probate or if you believe you may be entitled to receive financial provision from a deceased person’s estate then we can help.

We can advise you on whether your claim is likely to be successful and support you through the process of making a claim.

You may be in dispute with another beneficiary or consider that an executor or trustee is failing to carry out their duties properly. We can explain and guide you through the processes and help you to a solution.

Rosamund Evans, Solicitor, holds the STEP Diploma in Trust and Estate Administration and has years of experience in dealing with the often complex issues that are involved in disputes about inheritance, probate and trust issues.

STEP is the Society of Trust and Estate Practitioners, an international body for professionals who specialise in trust and estate practice. More information about STEP is available at www.step.org