Grant Ad Colligenda Bona

Trusts Discussion
1

I am dealing with an estate where some residuary beneficiaries are alleging that the executors are not suitable to act but an agreement has been reached to apply for a Grant Ad Colligenda Bona to enable the house to be sold. Is it possible for us to raise an interim invoice for the estate administration and pay this from the assets or do people think that the Grant is limited to collecting in the assets but not paying the liabilities of the estate? Any guidance would be appreciated.

Vicky Jones
Lawson West Solicitors Ltd

2

I know this isn’t quite what you were asking, but do make sure your Ad Colligenda grant specifically authorises you to sell the property, and request as much in your application.

Tim Adams
Barlow Robbins

3

Thank you. We made sure that it included this just not sure whether we can legitimately raise an interim invoice.

Vicky Jones
Lawson West Solicitors Ltd