Legacy Manager of Charity Appointed Executor

I am working on an estate in which “the Legacy Manager of ABC Charity” has been appointed the executor, NOT just “ABC Charity.” I have learned, since taking on the matter as well that ABC Charity is a Trust Corporation and so I prepared by Legal Statement on that basis.

The Legacy Manager is, however, still named in the Legal Statement as “acting on behalf of ABC Charity trust corporation.” She is adamant, however, that she does NOT want to be named on the Grant of Probate because she is unsure how long she will continue to work for this particular charity and doesn’t want there to be an issue with completing the administration of the estate.

This is my first application like this and so I’m uncertain whether or not the Grant of Probate itself will actually show this person’s name (as Legacy Manager) or not. Furthermore, if the Legacy Manager does leave her position, will anyone at the Charity be able to continue to sign documents on behalf of the Charity Corporation?

Any help/advice would be appreciated.

If ABC Charity is the residuary beneficiary of the estate, perhaps the Legacy Manager should renounce probate leaving the charity to apply for the grant under Rule 20 NCPR 1987

Paul Saunders FCIB TEP

Independent Trust Consultant

Providing support and advice to fellow professionals

Rule 36(3) NCPR allows a trust corporation to take a Grant with the agreement of (i) all persons entitled to take the Grant and (ii) all the residuary beneficiaries. It may help here?