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Elderly Clients: As Executors and Beneficiaries

Julia Abrey, Partner at Withers, examines some of the difficulties that elderly clients face when they become either executors or beneficiaries.

1 March 1997

Elderly Clients - As Executors and Beneficiaries

Julia Abrey, Partner at Withers, examines some of the difficulties that elderly clients face when they become either executors or beneficiaries.

Elderly clients can often find themselves closely involved with probate; they may well be appointed as an executor of the will or their spouse and in many cases, even if they are not executors they will be beneficiaries. As with many legal processes, probate practice and procedure can seem complex, technical and confusing to clients in general but must be particularly so where the elderly are involved where failing mental and physical faculties may make understanding the concepts involved and making the necessary decisions all the more difficult.

Some of the things that we as advisers to elderly client can do to ease their way through the legal processes are no more than common sense and will enable solicitors to improve the service offered and ou...

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