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Incapacitated executor - urgent advice appreciated

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  • Incapacitated executor - urgent advice appreciated

    Hi guys

    Just want a steer in the right direction, so any help is useful and even a recommendation for a good solicitor would be appreciated.

    I live in Australia. My dad is an executor of a will in the UK. He has recently been diagnosed with early-stage dementia, but the reality is that it's progressing very quickly. He's not fit to make decisions for himself, let alone act as executor on a Will, which is becoming increasingly complicated due to the sudden death of his co-executor last year.

    My mum is also sick and is worsening because of the stress of the unfolding situation.

    My dad has been working on this will for 2 years. We understood that the prolonged process was due to complications in the will. There are some complications, which my mum, brother and I are aware of, but it's become evident that they have been exacerbated by my dad's declining mental state. He's forgetting things, losing correspondence, contradicting himself, etc.

    Recent information provided by one of the recipients in the will (the family of the deceased co-executor, who was herself in the will and left no will of her own), has just complicated matters further and it's basically becoming way too complicated and stressful for my dad to handle. I'd even go so far as to say it's causing an immediate threat to his and my mum's welfare, given the stress it's causing, on top of the stress and confusion they're both already enduring generally, due to his deteriorating condition.

    We're just trying to find out what the process is for him to renounce himself as executor legally. I've seen the Deed of Renunciation process, but it appears to not apply here as that process can only be followed if the executor hasn't intermeddled yet. He has worked extensively on the execution of the will.

    Can someone clarify the process of renunciation for an incapacitated executor who has already acted extensively in the role?

    Any tips would be very greatly appreciated.

    Cheers.
    Last edited by timboM; 19th January 2023, 09:59:AM.
    Tags: None

  • #2
    An application can be made under s50 Administration of Justice Act 1985 to terminate the appointment of an executor and appoint another in his place.

    A CPR Part 8 Claim Form can be used to make the application. Amongst other things, statements should be made by your father consenting to removal, and explaining why, and by the proposed new executor(s) consenting to the appointment.

    This is not really my field, so I myself cannot help much further. If no-one else replies, I would suggest consulting a solicitor who specialises in dealing with estates.
    Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

    Litigants in Person should download and read this: https://www.judiciary.uk/wp-content/..._in_Person.pdf

    Comment


    • #3
      Thank you very much, that's much appreciated.

      One last question - neither I, or my mum, are in a position to be the new executors.

      If a solicitor is proposed as the new executor, then how is it decided how they are paid? I'm assuming there is a process that specifies they can be paid from the estate itself but does the court make that determination if they approve the application?

      Comment


      • #4
        Don't propose a solicitor without agreeing fee rates with him or her.

        My suggestion would be to consult with the beneficiaries of the estate about the selection of replacement executor(s). It's their money!
        Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

        Litigants in Person should download and read this: https://www.judiciary.uk/wp-content/..._in_Person.pdf

        Comment

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