Beneficiaries

Being named a beneficiary in the last will and testament of a deceased individual can trigger any number of complications. Dealing with the death of a loved one is always difficult, but can nonetheless be made even more challenging by financial disagreements and disputes.

Thankfully, the vast majority of disagreements between beneficiaries and executors can be handled outside the courts. Nevertheless, we strongly suggest seeking expert legal support at an early stage, for the best possible chance of a prompt and amicable resolution.

If you have any questions or you’d like to discuss your case in more detail, contact a member of the team at Aristone Solicitors anytime.

Why Disputes Occur with Beneficiaries

It’s by no means uncommon for beneficiaries to find themselves unable to reach an agreement with others involved in the administration process, following the death of a friend or family member. Just a few common types of disputes that occur include the following:

  • Disputes between two or more beneficiaries
  • Disputes between beneficiaries and executors
  • Disputes between beneficiaries and deputies

For example, you may believe that you have been allocated less of the deceased person’s estate than you were entitled to. You may believe that one or more other beneficiaries have been shown unfair preference, or perhaps that the executor has not distributed the deceased’s assets in accordance with their wishes.

It’s also common for beneficiaries to question the clarity, completeness or validity of a will in general. If you have any reason to believe that a will is either inaccurate or unenforceable, it’s important to take action at the earliest possible stage. Likewise, if you are being challenged by a beneficiary who believes you’ve been allocated too much, you may benefit from expert legal support.

For more information on these and other issues relating to disputes in the wake of a loved one’s departure, book your obligation-free consultation with Aristone Solicitors.

Avoiding Court Involvement

At Aristone Solicitors, we make every possible effort to avoid court involvement with cases like these. We strongly believe in working hard to ensure all such matters are brought to a swift and amicable conclusion for all parties involved.

This is something we achieve by way of a structured three-step process, which enables us to resolve the vast majority of disputes outside the courts:

  • Step 1. Investigation – Our experts will carefully examine the documents and evidence you provide, while considering the details of the matter to determine whether or not you have a valid case.
  • Step 2. Mediation – If you choose to go ahead, we will invite all parties involved in the dispute to a program of mediation. Our independent legal advisers will ensure the matter is considered from a factual and objective perspective.
  • Step 3. Courts – Only if the matter cannot be resolved through mediation and discussion will the courts be involved. At which stage, Aristone Solicitors will provide the complete legal advice and representation you need to support your case.

Whether planning ahead or in the midst of a disagreement you need urgent assistance with, we’re standing by to take your call. Contact a member of the team at Aristone Solicitors anytime for more information.

 

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