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Clare
Clare, Solicitor
Category: Law
Satisfied Customers: 34105
Experience:  I have been a solicitor in High Street Practice since 1985 with a wide general experience.
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My aunt expected to leave an estate of say £150k after 3

Resolved Question:

My aunt expected to leave an estate of say £150k after 3 years of residential/nursing care her estate was £25k when she died. as executor can I vary the amount left to a charity in proportion to this expectation ? thanks
Submitted: 3 years ago.
Category: Law
Expert:  Clare replied 3 years ago.
Hi
Thank you for your question.
My name is Clare
I will do my best to help you but I need some further information first.
is there sufficient in the estate to meet all the specific legacies?
Clare
Customer: replied 3 years ago.

Hi Thanks there are 3 specific legacies to charities and two to family individuals these total £9.5k..obviously this is a small percentage of £150k..but huge compared with £25k David

Expert:  Clare replied 3 years ago.
Hi
I am afraid that as Executor you have no option but to carry out the exact instructions in the Will.
I appreciate that this is not what your Aunt may have planned but sadly there is no way of altering this.
I am sorry to give such bad news - please ask if you need further details
Clare
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