Dealing with Difficult Beneficiaries: A Guide

Death is a common occurrence in life that everyone has to deal with at some point. However, it can be far more challenging when it hits homes and happens to someone that’s close to you.  Whether it’s a life insurance policy, trust or will, sometimes a primary beneficiary has been put down to receive certain benefits. You may feel that this is unfair or not the true intention of your deceased loved one, and therefore be wondering what you can do to challenge this claim. The reality is that some beneficiaries can be more difficult than others. On that note, this guide is going to suggest a few ways that you can deal with difficult beneficiaries.
Decide Whether You Can Challenge the Beneficiary
One of the first things that you should do when dealing with a difficult beneficiary is find out whether it’s possible to challenge them legally. It is possible that a beneficiary may have unlawfully influenced the decision of the person who assigned the will, created the life insurance, or trust so being able to prove that they did is imperative. Other grounds that you may be able to challenge a beneficiary on include the deceased person not having the capacity or being of sound mind when writing and signing the will. Additionally, to challenge a will, you must be a spouse, child, or dependent for the courts to consider you. Whatever the case, it’s important that you’re able to determine these things before knowing if you can take the beneficiary to court and contest the will.
Get Good Legal Advice

Another key step to take when dealing with a difficult beneficiary is getting good legal advice. The worst thing that you can do is assume when it comes to legal matters, so it’s best to get your facts right. You should, therefore, consider contacting a solicitor and hearing what steps they advise you take and whether you have a strong case. The Inheritance Experts, for instance, are experts in that department so can offer expertise, knowledge, as well as positive results.
Do it in a Timely Manner
It is important that when dealing with a difficult beneficiary that you do so as quickly as possible. If you decide to take them to court, you have a limited time to do so before what has been willed away is given to beneficiaries. For this reason, it’ a good idea to gather your evidence as quickly as possible and hire an experienced solicitor to handle your case. You’ll likely have better luck of resolving it in a good time frame and coming to a fair resolution.
Consider Mediation
Mediation is another step to consider when dealing with a difficult beneficiary. Going to court for years on end can be emotionally frustrating as well as expensive, so it’s in your best interest as well as the beneficiaries to try and settle out of court. If you do decide that this is an alternative you’re interested in, discuss it with your solicitor and see what they suggest is best. One of the main benefits of mediation includes you getting to decide what’s best without the courts making a decision.
Dealing with a difficult beneficiary can be extremely challenging, especially seeing as it’s generally a sensitive time with the loss of a loved one. However, it’s key that you try your best to seek the best advice and take the right steps as quickly as possible. Doing so should ensure you get the best outcome and can move on peacefully.

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