Executrix Legal Responsibilities Clarified

Summary

An executrix must manage the estate per the will and law. Writing a caveat that a beneficiary accepts their share but not the estate accounts can be complex. Its crucial to ensure this action doesnt compromise legal responsibilities. Consulting a solicitor is advisable to protect your rights and the estates legal standing.

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A solicitor who is acting on behalf of a client is forcing me to do the following write a caveat in the beneficiary endorsement form - Beneficiary JM does not accept the estate accounts. However, she accepts her share of £x.
It sounds like the solicitor is trying to have you acknowledge receipt of your inheritance while reserving your right to dispute the estate accounts. It's crucial to ensure that you understand your rights and the implications of signing such a statement.
Would you like to be connected to a local solicitor who can provide you with specific legal advice on this matter?
A solicitor who is acting on behalf of my sister who is the beneficiary is forcing me (the executrix) to do the following write a caveat in the beneficiary endorsement form - Beneficiary JM does not accept the estate accounts. However, she accepts her share of £x. Is this legal?
As an executrix, you are responsible for managing the estate according to the will and legal requirements. Adding a caveat stating that the beneficiary does not accept the estate accounts but accepts their share can be legally complex. It's important to ensure that you are not compromising the estate's legal standing or your responsibilities.
Would you like to be connected to a local solicitor who can provide you with specific legal advice on this matter?