HUMAN LAW

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Free beneficiary check · England & Wales

What is missing from
the estate accounts?

Four starting questions. Then identify the information still needed and what the response may mean.

No email requiredFree summary to keepNo automatic submission

Check the request and the response

The interactive check is unavailable until its script loads. You can still use the beneficiary accounts guide.

Establish your interest, whether a Grant has issued, what financial information you requested and what remains unanswered. Keep the written request and any explanation or promised date.

Why section 25 matters

Personal representatives have duties to collect and administer the estate according to law. Section 25(b) addresses providing both an inventory and an account to the court when required. Rule 61(2) specifies the summons procedure for an inventory-and-account application.

The scope of a beneficiary’s information request and the appropriate response depend on their interest and the circumstances. A disagreement over the correctness of an account may need assessment beyond obtaining the account itself.

Fourteen days is used here to organise the request history. It is not a statutory response period under section 25 or Rule 61, and does not automatically establish that an application should succeed.

Read section 25 · Read Rule 61

Case authority: the duty to account

In Ali v Taj [2020] EWHC 213 (Fam), paragraph 51, the court emphasised the executor’s duty to provide an inventory and account. This supports the importance of accounting; it does not decide the outcome of your particular request.

The beneficiary accounts guide discusses procedure, exceptions and enforcement separately.

Accounts concerns and possible executor replacement

Missing information, disputed transactions and an administration that cannot progress can overlap. Obtaining information and replacing a personal representative seek different outcomes; neither is an automatic answer to every accounts dispute.

Record the conduct, its effect on administration, the explanation given and each party’s cooperation. Wider concerns may warrant separate advice about replacement and the practical arrangements that would follow.

Executor facing a removal threat: read the guide · Beneficiary seeking accounts: read the guide

Your information stays with you

This check runs in your browser. Your answers are not submitted or saved automatically, and are not placed in a URL. Downloaded or printed assessments stay under your control. A summary is transferred only if you choose “Take this draft to the enquiry form”. That uses temporary storage in the same browser tab, is removed when the enquiry form reads it and is accepted for up to 30 minutes. It is not sent to Human Law until you submit the enquiry. You can edit or remove it first. Other links do not transfer your answers. Reloading or closing this page clears the current selections, although your browser may restore form fields through its own history features.

Ask whether we can help

Tell us what is stuck, your role and any deadline. Wait for instructions before sending documents or detailed sensitive information.

Send a free enquiry

No commitment to paid work. After suitability and conflict checks, we explain the work and fixed fee for you to approve in writing. An assessment, if needed, costs £480 including VAT. Enquiring does not authorise paid work.

Prefer to speak? 01279 215580 · Monday–Friday, 9am–5pm. You can also email advice@human-law.co.uk. An enquiry does not pause a deadline.