Money left to me in will, trustees unwilling to give it. Watch

R_Carter1
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Hi, so I was left some money by a family member who passed a while ago. I recently found out about this money but the trustees, (also family), are refusing to give it to me unless I meet certain requirements they want me to fulfil. I was supposed to recive this money on my 18th birthday. I have a digital copy of the will. What do I do?
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MagnumKoishi
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I think this classes as misappropriation of funds by a trustee, for which you can take legal action against them for.
Get in touch with a solicitor
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AzureCeleste
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You can take legal action
Unless the will stated that you need to fulfil x,y or z then they can't legally withold the money from you
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SteveyStack
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I would however talk to them about this first as it is considerably less costly for yourself to get it without engaging a solicitor.
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username1399980
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(Original post by R_Carter1)
Hi, so I was left some money by a family member who passed a while ago. I recently found out about this money but the trustees, (also family), are refusing to give it to me unless I meet certain requirements they want me to fulfil. I was supposed to recive this money on my 18th birthday. I have a digital copy of the will. What do I do?
Does the will have any conditions on you receiving the money or does it say you get it on your 18th birthday without any conditions ?

If you can find out which lawyer made the will/dealt with probate, and there were no conditions on the will, get in touch with them and say the trustees are refusing to hand over the money- hopefully they will then tell the trustees to hand it over

If that doesn't work- go to Citizens Advise or a legal advise centre and see if you can find a lawyer to write to them to demand the money. (You should also ask that they pay for your lawyers fees a it is only due to their actions that you are having to use the lawyer.
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R_Carter1
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(Original post by MagnumKoishi)
I think this classes as misappropriation of funds by a trustee, for which you can take legal action against them for.
Get in touch with a solicitor
(Original post by AzureCeleste)
You can take legal action
Unless the will stated that you need to fulfil x,y or z then they can't legally withold the money from you
(Original post by SteveyStack)
I would however talk to them about this first as it is considerably less costly for yourself to get it without engaging a solicitor.
Thanks for the replies. The will said nothing about the requirements they want me to meet, only that the money should be given to me on my 18th. Unfortunately I tried talking with them and was met with brick wall after brick wall. First they denied it, then told me I needed to jump through hoops, then blanked me when I told them I wouldn’t.
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MagnumKoishi
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(Original post by R_Carter1)
Thanks for the replies. The will said nothing about the requirements they want me to meet, only that the money should be given to me on my 18th. Unfortunately I tried talking with them and was met with brick wall after brick wall. First they denied it, then told me I needed to jump through hoops, then blanked me when I told them I wouldn’t.
An executor is also legally obliged to provide details of all transactions and other financial activities, should a beneficiary request them.

Ask them for a financial transcript of exactly what they've been doing with the money- if they accept, it might give you some more information on what's happening. If they refuse, they're committing a crime and you can use this against them later on.
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SteveyStack
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Are the hoops reasonable or not? Because if they are it’ll be a lot easier to get the money than getting legal officers ect in the mix
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Pablo22510
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(Original post by R_Carter1)
Thanks for the replies. The will said nothing about the requirements they want me to meet, only that the money should be given to me on my 18th. Unfortunately I tried talking with them and was met with brick wall after brick wall. First they denied it, then told me I needed to jump through hoops, then blanked me when I told them I wouldn’t.
You've obviously got a legal issue. However, I imagine that with the trustees being relatives and lawyers not being cheap, legal action is a non-starter. If the trustees aren't direct family, I'd talk to your parents and get them to threaten legal action. Might be taken a bit more seriously that way.
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R_Carter1
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(Original post by SteveyStack)
Are the hoops reasonable or not? Because if they are it’ll be a lot easier to get the money than getting legal officers ect in the mix
Reasonable for someone in the right position to do so but not for me. They want me to get my A Levels and go to Uni which I’ve never intended to do. They also want me to travel and visit them. I’ve never had good mental health, especially these past few years and despite me telling them this and the reasons why I won’t go to Uni or travel up there they won’t listen. That’s when I got blanked.

Those might be fair requirements for a ‘normal’ person but not for me. They expect me to put effort in with them and suck up when they’ve never really bothered with me.
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R_Carter1
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(Original post by Pablo22510)
You've obviously got a legal issue. However, I imagine that with the trustees being relatives and lawyers not being cheap, legal action is a non-starter. If the trustees aren't direct family, I'd talk to your parents and get them to threaten legal action. Might be taken a bit more seriously that way.
One of them is my dad haha.
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Pablo22510
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(Original post by R_Carter1)
Reasonable for someone in the right position to do so but not for me. They want me to get my A Levels and go to Uni which I’ve never intended to do. They also want me to travel and visit them. I’ve never had good mental health, especially these past few years and despite me telling them this and the reasons why I won’t go to Uni or travel up there they won’t listen. That’s when I got blanked.

Those might be fair requirements for a ‘normal’ person but not for me. They expect me to put effort in with them and suck up when they’ve never really bothered with me.
(Original post by R_Carter1)
One of them is my dad haha.
Oof. Very tough situation you've got there, bro. Let me be frank: I don't see any way of you getting the money in the near future. You've got few allies and it's not like you're going to take legal action against your father. I get that for someone in your position those demands are unreasonable, but I don't think there's a way for you to get that money if they're withholding.
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Welshvisitor
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You are entitled to it. It’s yours. It’s your legal right. You will have to see a solicitor to get it and that will ****that family member off but it’s your choice at the end of the day.
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R_Carter1
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(Original post by Pablo22510)
Oof. Very tough situation you've got there, bro. Let me be frank: I don't see any way of you getting the money in the near future. You've got few allies and it's not like you're going to take legal action against your father. I get that for someone in your position those demands are unreasonable, but I don't think there's a way for you to get that money if they're withholding.
(Original post by Welshvisitor)
You are entitled to it. It’s yours. It’s your legal right. You will have to see a solicitor to get it and that will ****that family member off but it’s your choice at the end of the day.
Oh, no I’m perfectly comfortable taking legal action against them. Without getting too into he’s an ******* and I couldn’t give two ****s if I **** him off or not. I just wasn’t sure if I could with it being a family dispute. I’ve no doubt if I do I won’t hear from any of them again but they’ve hardly bothered for 19 years so why start now?
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Pablo22510
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(Original post by R_Carter1)
Oh, no I’m perfectly comfortable taking legal action against them. Without getting too into he’s an ******* and I couldn’t give two ****s if I **** him off or not. I just wasn’t sure if I could with it being a family dispute. I’ve no doubt if I do I won’t hear from any of them again but they’ve hardly bothered for 19 years so why start now?
Oh, wow, my bad. You have to think of pros and cons. Legal action may take months or years, be expensive, etc. You have to decide if you stand more to gain than you stand to lose, and that clearly depends on how much money you may inherit.
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999tigger
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(Original post by R_Carter1)
Hi, so I was left some money by a family member who passed a while ago. I recently found out about this money but the trustees, (also family), are refusing to give it to me unless I meet certain requirements they want me to fulfil. I was supposed to recive this money on my 18th birthday. I have a digital copy of the will. What do I do?
Depends what the will says.
In the event it says nothing then he or they are in breach of their duties as trustees.
You would apply to court to have them removed and the fund released.

Hard to say without seeing the will, interviewing you to get the correct context and knowing if its worth it considering the money involved.
He does not have the right to impose conditions unless they are already in the trust document.
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the bear
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i would get some proper legal advice. it may be that the reason they are not giving you the money is because they have spent it ?
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londonmyst
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Get some legal advice from specialist lawyers focused on inheritance disputes and contentious probate.

Are you a full time student in the uk?
You should be offered a free first consultation either by email or face to face.
Some firms may even be willing to act for you based on a 'no win, no fee agreement', with the trustees liable to pay all your legal costs.

Do bear in mind that one of the reasons why your family members are not willing to give you the inheritance could be because they have stolen and spent it.
If this is true and a court discovers this fact- the trustees are likely to be sent to prison and their assets sold to pay your inheritance plus legal fees.
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R_Carter1
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Thank you for all the advice everyone. I think I’m going to make one last, very pointless, effort to sort this out between us and if not get in touch with a solicitor.
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