Solicitor error over 3yrs ago

[katie.boo]

I was left money by a friend and my son was left in trust 2019 £ 36,999 I was given a cheque of £ 9,948 then I recievelty got a trust account for my son with a building society but the solicitor put the cheque to be transferred as £33,77 I've questioned it!! The solicitor are saying unfortunately a error was made and it should if been £ 8,948 and the took it from my son trust, I was never given a break down or recipient or informed about the error so what are my rights? They was over 3yrs ago so I feel i should of at least been sent a letter regarding the error on cheque

[katie.boo]

My email



Please accept this as my formal written complaint and these are the areas of concern, I wish you to address as a matter of urgency.


would appear that you have initially taken a percentage from the total estate owing to **** in trust at the point of probate being granted of £1205.23.
**** was left a. 25% share of ***** estate = £36,999
However, at this point the sum was stated £35,793.77.
Now the closing cheque has reduced even further down to £33,777.07.
A total loss for **** of £3221.93 with no explanation why.
You stated in your letter that the account was together with interest credited.
There is no communication to state all these losses.

When I asked **** about the interest, she laughed at me and was incredibly rude and unhelpful. Still no communication as to where these figures were coming from.
2.At no point was I informed of any charges or given a breakdown or price list of services you would charge for. Neither have I ever agreed or signed for services with yourselves as I found the behavior and professionalism of your colleague*** to be rude and of a bullying nature. This was especially apparent when also talking to ***** n 2020. This caused total mistrust with ***** Solicitors and was the reason why I chose a banking option for **** instead.
3.I have come to the conclusion that **** be retired as trustee of ***** ’s Trust. As discussed with **** over the phone on Friday 9^th March 2024, *** will speak to **** to have him removed at no charge. To be discussed further.
After the conversation on Friday this is when I was informed about charges regarding **** & **** which I was unaware of and fully dispute.
****** did apologize for there being no invoice, receipt or breakdown of these charges but would put one together. Hardly a legitimate course of action here I believe.

I would like an explanation from start to finish of the losses incurred from £36999 down to £33777.07.
I understand there are usually charges, so I feel what has been taken from the original grant of probate of £1205 is all that should have been charged here. Leaving £35793.77 to be placed in trust for ****

I require the difference you seem to have taken of, £2016.07 plus any interest to be put in a cheque to go back into *****s trust.


To take money for so called services out of a trust over offering a payment option to myself has me looking for advice and seeking further instruction via the ombudsman. As discussed with **** will wait for your response before taking this further.

[katie.boo]

Now apparently I was given the wrong amount on cheque and that's why the sum if my son's trust had decreased ? Where do I stand ? I was never given abreak down or any receipt

[atticus]

When did you send your email?

[katie.boo]

On 18th March so this week

[atticus]

Have you considered allowing them time to respond? Take a look at the firm's complaints procedure - ask for this if you have not sen it.

[katie.boo]

Thank you for replying I just was wondering where I stand with this situation and is it worth fighting for ? Its so hard as I don't understand the complexity but my gut Is telling me its wrong

[atticus]

You need facts, an explanation that you can assess and evaluate.