Q&As

Is there any guidance on what constitutes a reasonable request by a beneficiary for information relating to the preparation of final estate accounts?

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Published by a ½Û×ÓÊÓƵ Private Client expert
Published on: 11 February 2022
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It is assumed that the Beneficiary in question is a residuary beneficiary and not a legatee.

What will be considered a reasonable request by a beneficiary will depend on the particular facts and circumstances of the case, but the following guidance may assist in making a determination.

The following content contains useful general guidance about the executors’ duty to prepare Estate accounts and the beneficiary’s rights during the Administration of an estate:

Practice Notes:

  1. •

    Estate accounts

  2. •

    Beneficiaries’ rights and remedies

Information relating to the administration period

The basic duty of an executor is to produce estate accounts and, if required, to provide an Inventory, see section 25 of the Administration of Estates Act 1925. In the course of administering an estate,

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Jurisdiction(s):
United Kingdom
Related legal acts:
Key definition:
Beneficiary definition
What does Beneficiary mean?

A person who has a interest'>beneficial interest in property under a trust.

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