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Jo C.
Jo C., Barrister
Category: Law
Satisfied Customers: 32086
Experience:  Over 5 years in practice
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As co executor I gave been involved in a dispute with my co

Customer Question

As co executor I gave been involved in a dispute with my co executor in relation to the administration of an estate this is the latest request which I do not want to agree to as the co executor has with held documents already which have resulted in the dispute - advice is required as to how I should respond
To ensure that we have a clear joint understanding, please can you confirm that that you wish to bring about a complete and final end to this matter and shall not bring any claim(s) that you have (or may have) against the estate or trusts either now or in the future, (subject to the other issues you raise in the later part of your email). We consider that this must be your view given the importance you place on this matter and the lengths you have gone to investigate it fully which included instructing your own solicitors to advise you on your options and your likelihood of success.
Submitted: 2 years ago.
Category: Law
Expert:  Michael Holly replied 2 years ago.
I will need a bit more detail to help with this.
What is the nature of the dispute between you?
Who is saying what, is the 2nd paragraph your proposed response or what you need to respond to?
Why would there be any potential claim against the estate?
Best regards
Customer: replied 2 years ago.
The deceased left detailed solicitors attendance notes which explain why the dependant son is entitled to a portion of the death in service benefit as a pension until he is 18. However the trustees of the pension scheme / deceased employer did not set up a pension they gave the death in service as cash which automatically went into the two trusts the deceased had set up one for his non dependant sons and one for my son. I think because this is documented they are concerned there may be a claim in the future.
Customer: replied 2 years ago.
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