Applications for inventories and accounts

Most commonly, charities find themselves in the shoes of residuary beneficiaries rather than Executors or Administrators (‘Personal Representatives’) meaning the charity will not have direct access to the estate information and is reliant on Personal Representative to manage the estate correctly.

A Personal Representative must keep estate accounts and a full list of inventories and these should be made available for  inspection by a beneficiary, including a charity.

If your charity is dealing with a Personal Representative who declines or unreasonably delays to provide accounts we can assist your charity with obtaining the estate accounts.

A Personal Representative is under a duty, when required to do so by court, to provide a full inventory of the estate and an account of their administration. We can also assist with making these court applications.

We are always happy to talk on an initial no obligation and informal basis so please email or call one of the team.