Tips for Dealing With a Manipulative Estate Executor
An executor is the person named in a Will to carry out the decedent’s last wishes. The executor is tasked with the job of administering the decedent’s estate. Administering an estate entails several steps and responsibilities. An executor carries out several duties, including initiating the probate process, identifying and inventorying assets, sending notifications to beneficiaries and creditors, asset management, debt and tax management, and distributing assets to beneficiaries.
A manipulative executor can make the situation very hard. A manipulative executor might hide information or even serve their interests above the estate’s. When dealing with a manipulative executor, it is important to know how to handle the situation. Below, we look at some tips for dealing with a manipulative estate executor.
Tip #1: Determine if You Are Being Manipulated
The first and most important thing you need to do if you believe you are dealing with a manipulative executor is to determine if you are being manipulated. At times, actions that seem manipulative from an executor are actually standard practices. You might find that what you think is manipulation is actually not. For example, sometimes executors push for quick actions due to legal deadlines or to prevent complications in the probate process. Also, an executor has the responsibility of making decisions for the estate. An executor might seem controlling when making decisions, but that does not necessarily mean they are being manipulative.
Tip #2: Communicate Clearly
If an executor is manipulating you, you need to communicate clearly. Ensure you express your concerns clearly but in a diplomatic manner. Clear communication can help address the issue.
Tip #3: Keep Records
When facing manipulation from an estate executor, it is vital that you maintain records of conversations, interactions, agreements, and any manipulative tactics used. Record-keeping can help you in two ways. First, if the executor knows you are keeping records, they may stop the manipulation. Second, if there comes a time when you need to provide evidence, your documentation can serve as evidence. Proper documentation can offer concrete evidence to support your claims. For example, if you need to remove the executor, your records could serve as crucial evidence.
Tip #4: Seek Legal Help
Consult with an attorney if you are dealing with a manipulative executor. A skilled probate attorney can help you understand your rights and advise you on how to proceed. An attorney can ensure you make informed decisions.
Tip #5: Try Mediation or Arbitration
It may also be a good idea to consider mediation or arbitration. A mediator or arbitrator can help you and the executor communicate and address the situation. Mediation and arbitration can help you address issues without escalating conflicts or needing to involve the court.
Tip #6: Report to Authorities
Finally, if the situation is extreme and the executor is using manipulative tactics to control or exploit you for personal gain, you might want to consider reporting them to the authorities.
Contact The Probate Guy
Are you a beneficiary who needs help dealing with a manipulative executor? Contact the skilled and dedicated California probate attorney, Robert L. Cohen – The Probate Guy – today to schedule a telephonic consultation.
Southern California Probate Lawyer Serving Orange, Riverside, Anaheim, Whittier & Beyond.
