Defending an Inheritance Act claim

If you are an executor or a beneficiary of an estate you may find yourself defending an Inheritance Act claim. In some cases you may be both an executor and beneficiary.

As an executor or personal representative you have certain obligations to the court to provide information about the deceased’s estate. If you have no personal interest in the estate (in that you are not a claimant or beneficiary) then you should remain neutral in any claim. If you fail to do so the court may make a costs order against you.

As a beneficiary of the estate you can choose to actively defend the claim or remain neutral. There can be different cost implications for you in making this decision which we would be happy to advise you about.

If you would like to discuss this further please do not hesitate to contact us or request a callback.