Executor & Trustee Matters

When it comes to administering an estate or trust, the roles of executors and trustees are critical. They carry significant responsibilities, including ensuring that the wishes of the deceased are honoured, managing assets effectively, and distributing the estate according to the will or trust. However, when disputes arise—whether due to mismanagement, delays, or breaches of duty—these roles can become sources of significant conflict.

At Wilkes, we have extensive experience in resolving disputes involving executors and trustees. Our goal is to ensure that estates and trusts are managed smoothly, fairly, and in accordance with the law. Whether you are a beneficiary with concerns about the administration or an executor facing challenges, our experienced team is here to provide the support and guidance you need.

How We Can Help

Executor and trustee disputes can arise for a variety of reasons, including:

  • Failure to Administer the Estate or Trust Properly: This can include delays in distributing assets, failure to manage investments prudently, or a lack of transparency in the administration process.
  • Mismanagement of Assets: Executors or trustees may be accused of not acting in the best interests of the beneficiaries, such as making poor investment decisions, failing to keep proper records, or even misappropriating funds.
  • Breach of Fiduciary Duty: Executors and trustees have a legal duty to act in the best interests of the beneficiaries. Breaches of this duty can lead to serious consequences, including legal action for compensation or removal from their position.
  • Disagreements Among Beneficiaries: Conflicts can arise between beneficiaries and executors or trustees over decisions made during the administration process, such as the valuation of assets, the timing of distributions, or perceived favouritism.
  • Conflicts of Interest: If an executor or trustee has a personal interest in the estate or trust that conflicts with their duties, it can lead to disputes and the potential for biased decisions.

Our team can help by providing:

Speak to a lawyer today

On 0121 233 4333 or request a callback

Why Choose Us

By partnering with us, you benefit from:

  • Specialisation: We specialise in executor and trustee disputes, offering a depth of expertise that ensures your case is in capable hands.
  • Client-Focused Approach: Our approach is client-centric. We take the time to understand your unique situation and tailor our advice to your specific needs, ensuring that your concerns are addressed and your interests are protected.
  • Proven Track Record: We have successfully resolved numerous disputes involving executors and trustees, helping our clients achieve fair and just outcomes.
  • Recognised Expertise: As a Legal 500 law firm with Lexcel accreditation, we are recognised for our commitment to legal excellence and client satisfaction.

Meet the team

Associate Solicitor, Will Disputes & Contentious Probate

Partner, Contentious Probate & Property Litigation

Solicitor, Contentious Probate

Frequently asked questions

Speak to a lawyer today

On 0121 233 4333 or contact us below.

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