Maurice Buckley, C.T. Poole & Son

Solicitors

Serving Sydney for 140 Years

est. 1882

When issues arise

Issues Between Beneficiaries & Executors

If you wish to contest a will, or need to defend a claim to vary a will, our caring and discreet team can advise you on your chances of success and help you get the best outcome.

The death of a loved one is an incredibly sensitive time, and often the relationship between executors and beneficiaries can be strained. This can create difficult issues that need resolving before the administration of a deceased estate can be completed.

This could include the identity and valuation of assets, expectations of executors, or delays in administration

We have a long history in resolving estate disputes and providing proactive advice on how to move forward.

In some cases, executors faced with these obligations for the first time lack experience in what is expected of them. We also often see difficulties in the administration of an estate for unexpected reasons.

Whatever the cause, it’s important to resolve these issues before they escalate into potentially costly disputes. We have the skills and expertise to handle this with reassuring advice and support with any administrative details.

Find out how we help to resolve issues between executors and beneficiaries

Estate Accounting

We specialise in preparing detailed and accurate estate records, ready for submission. If you’re acting as an executor, this can make all the difference during a complex process.

Trusts and Superannuation

A family trust can offer good asset protection benefits against creditors.  Also, the trustee can usually distribute the income of the trust to the beneficiaries tax effectively.

Accredited Specialists Wills & Estates Law