Removing an executor in England and Wales: Grounds, process and costs

Few family disagreements become personal quite as quickly as a dispute about an executor. An unanswered email begins to look suspicious. A delay that may have an innocent explanation starts to feel deliberate. Before long, the family is arguing not only about the estate, but about conversations and grievances going back years.

I have found that the most useful first step is to separate poor communication from genuinely defective administration. An executor does not have to satisfy every beneficiary or proceed at the speed they would prefer. Equally, being named in a Will does not give someone an indefinite licence to ignore the estate, withhold proper information or use estate assets as though they were their own.

Quick answer: An executor can be removed or replaced where their continued involvement is preventing, or is likely to prevent, the estate from being administered properly. Serious delay, dishonesty, misuse of estate assets, incapacity, an obstructive conflict of interest or a complete breakdown that has brought the administration to a standstill may justify removal. Mere dislike, family hostility or an ordinary disagreement will not usually be enough. The procedure depends on whether the testator is still alive, whether probate has been granted and whether the executor is willing to step aside.

This guide explains executor duties and how to remove an executor in England and Wales. It covers renunciation, power reserved, citations, caveats, applications before probate and removal or substitution under section 50 of the Administration of Justice Act 1985.

Contents

Can an executor be removed?

Yes, but a beneficiary cannot simply dismiss an executor or remove them by majority vote. The executor was chosen by the person who made the Will, and the court gives appropriate weight to that choice.

Removal is therefore not a remedy for every disagreement. The central question is whether the estate can continue to be administered properly while that executor remains in office.

The expression “removing an executor” can also describe several quite different situations:

If the person who made the Will is still alive and has mental capacity, they can normally appoint somebody else by making a new Will or a properly executed codicil. They should not simply cross out the executor’s name or alter the signed Will by hand.

After death but before probate, the named executor may renounce, allow another executor to apply with power reserved, or be required to respond to a citation. The court may also pass them over or remove and replace them.

Once a grant has been issued, the executor cannot ordinarily resign simply by signing a renunciation form. A court order will usually be needed if they are to be removed or substituted.

The broader stages of administering an estate are explained in my step-by-step guide to the probate process in England and Wales.

What does an executor have to do?

An executor is a personal representative of the deceased. Their basic duty is to collect and protect the estate, deal with its liabilities and administer it according to the Will and the law.

In practical terms, this usually means identifying and valuing the assets, obtaining probate where necessary, dealing with Inheritance Tax and other tax, paying funeral expenses and debts, keeping proper records and distributing the remaining estate to the correct beneficiaries.

An executor must not use their position for an unauthorised personal advantage, prefer their own interests to the estate or distribute assets recklessly. They should act with reasonable care, take appropriate advice where the estate presents issues beyond their experience and remain impartial when balancing the interests of different beneficiaries.

That does not mean that the executor is an employee or agent of the beneficiaries. They do not have to follow every instruction they receive, obtain permission for every decision or provide every document in the estate file on demand.

Do beneficiaries have a right to estate accounts?

Proper estate accounts should be prepared. Residuary beneficiaries—those entitled to all or part of what remains after debts and specific gifts—will normally be entitled to see them before or when the residue is distributed.

A beneficiary may also be entitled to reasonable information needed to understand how the estate is being administered. The precise entitlement depends on their interest and the circumstances. Somebody receiving one fixed cash legacy does not necessarily have the same information rights as a residuary beneficiary.

There is an important difference between asking for a sensible progress report or estate accounts and demanding every email, bank statement and note held by the executor. A measured request is more likely to produce a useful answer.

Section 25 of the Administration of Estates Act 1925 sets out the personal representative’s duty to collect and administer the estate and, when lawfully required, to exhibit an inventory and account. See the statutory duties of personal representatives.

What are the grounds for removing an executor?

There is no closed statutory checklist. The court considers the whole picture and asks whether removal or substitution is needed for the proper administration of the estate and the protection of those interested in it.

Serious or unexplained delay

Delay is one of the most common complaints, but it must be considered in context. Property sales, tax enquiries, missing beneficiaries, foreign assets and disputes about the Will can all hold up an estate through no fault of the executor.

Concern becomes more serious where the executor has done virtually nothing, repeatedly ignores necessary tasks, cannot explain the delay or allows assets to deteriorate. Several years of inactivity will be viewed differently from a difficult but actively managed administration lasting 14 months.

The executor’s year gives personal representatives breathing space during the first year following death, but it is not permission to leave the estate untouched. See how long an executor can take to distribute an estate.

Dishonesty or misuse of estate assets

Removal may be justified where an executor has taken estate money, transferred property to themselves improperly, concealed assets, falsified records or used estate funds for personal purposes.

The court may also require repayment or compensation. Removing an executor stops them controlling the future administration; it does not erase liability for what they have already done.

Failure to keep records or provide an account

An inability or refusal to explain what has happened to estate assets can be highly significant. Missing records may prevent tax from being calculated, liabilities from being checked and beneficiaries from understanding their entitlement.

Occasional untidy paperwork is unlikely to justify removal by itself. A persistent failure to account, particularly where money is unexplained, is much more serious.

Mismanagement of property, investments or a business

An executor may put the estate at risk by failing to insure an empty property, allowing mortgage arrears to accumulate, selling assets at an obvious undervalue or neglecting a business belonging to the estate.

The court will distinguish between a decision that merely turned out badly and one that no careful executor could reasonably have taken. Executors are not guarantors that every investment or sale will achieve the best imaginable result.

A disabling conflict of interest

Executors are often also beneficiaries. That is not inherently improper and is frequently what the testator intended.

A conflict becomes more concerning where the executor’s personal interest prevents them making an impartial decision. Examples might include an executor occupying an estate property without paying anything, seeking to buy it at an undervalue, disputing a debt they owe to the estate or refusing to pursue a claim against themselves.

Even then, removal is not automatic. The court considers whether the conflict can be managed and whether it is actually obstructing administration.

A complete breakdown in relations

Hostility between an executor and a beneficiary is not, by itself, a ground for removal. Otherwise, an executor could be displaced simply by making relations with them sufficiently unpleasant.

The position changes where the breakdown has made effective administration impossible. If co-executors will not sign documents, communicate with one another or agree how to protect the assets, the court may conclude that a change is needed even without making a finding of dishonesty.

The purpose is not to decide which family member has behaved worst. It is to put the estate back into a position where it can be administered.

Incapacity or inability to act

Illness, loss of mental capacity, disappearance or an inability to participate may justify replacement where the executor can no longer discharge the role.

Age, disability or living abroad is not automatically disqualifying. The practical effect on the administration matters more than the label.

Refusal to follow the Will or the law

An executor cannot rewrite the Will because they regard its terms as unfair. Nor can they withhold a beneficiary’s inheritance simply because they disapprove of how it may be spent.

A deliberate refusal to implement the Will, pay valid liabilities, deal with tax or obey a court order may support removal and other relief.

What is not usually enough?

The court will not normally remove an executor merely because beneficiaries dislike them, regard them as rude or would prefer somebody else. A tense relationship may be uncomfortable without preventing the work from being completed.

Removal is also unlikely to follow automatically because:

The executor is receiving a share of the estate; the executor and beneficiary disagree about the timing of a sale; the executor has taken professional advice with which the beneficiary disagrees; the administration has passed the first anniversary but there is a proper explanation; or the executor lives some distance away.

Poor communication can contribute to the overall case, particularly when combined with inactivity or missing money. On its own, a failure to answer every message promptly is rarely enough.

Likewise, an honest mistake does not inevitably justify removal. The court will consider whether it has been corrected, whether any loss can be remedied and whether the executor remains capable of completing the administration.

Removing an executor before probate: The available routes

Before taking formal action, confirm whether a grant has actually been issued. A search of the probate records may show the grant and the Will, although recent applications will not appear until the grant has been made. My guide explains when a Will becomes a public document.

Renunciation

A named executor who does not wish to act may be able to renounce by completing form PA15. Renunciation is intended to be permanent, so it should not be signed casually.

An executor may lose the ability to renounce if they have already accepted the office by substantially dealing with the estate, sometimes described as “intermeddling”. Collecting debts, disposing of assets or paying estate liabilities may be relevant. Merely arranging the funeral or taking sensible steps to preserve property will not necessarily have the same effect.

Whether particular conduct amounts to intermeddling can be legally difficult. An executor who is considering renunciation should therefore avoid taking further substantive steps until their position has been clarified.

The current form and instructions are available from HM Courts and Tribunals Service: form PA15 for renouncing probate rights.

Power reserved

Where several executors are appointed, one may allow the others to apply while retaining the right to seek a grant later. This is known as having power reserved.

It can be a sensible option where the executor does not want to take an active role now but is reluctant to renounce permanently. The executor applying for probate should be told in writing.

Power reserved is not available as a complete solution where the person is the only executor willing and able to act. There must be another executor proceeding with the application.

See the Government’s guidance for executors who do not wish to apply immediately.

A citation to accept or refuse a grant

A named executor sometimes does nothing but refuses to renounce. An eligible person may be able to issue a citation requiring that executor to accept or refuse the grant.

The citation procedure is governed by rule 47 of the Non-Contentious Probate Rules 1987. It is designed to break the deadlock and may ultimately allow another entitled person to seek the grant if the executor does not proceed.

A citation is not simply a stern letter. It is a formal probate procedure with consequences for who may apply, so specialist advice is sensible before it is issued.

The relevant rule can be read at rule 47 of the Non-Contentious Probate Rules.

A caveat or summons

A caveat temporarily prevents a grant from being issued. It can be relevant where there is a genuine dispute about the validity of the Will, who is entitled to apply or the suitability of the proposed applicant.

A caveat does not itself remove an executor. It preserves the position while the dispute is addressed. Using one merely to create delay can lead to procedural complications and legal costs.

HMCTS guidance also explains the warning, appearance and summons procedures that may follow. A summons may be relevant where somebody considers the proposed executor unsuitable but does not have the contrary interest required to enter an appearance.

See the official guide to stopping or challenging a probate application.

Passing over or removing a named executor

Section 116 of the Senior Courts Act 1981 allows the High Court, where special circumstances make it necessary or expedient, to pass over the person with the prior right to a grant and appoint another administrator.

Section 50 of the Administration of Justice Act 1985 can also be used to remove or substitute a named executor before probate has been granted. The correct route depends on the applicant, the executor’s legal status and the order required.

This is one area where the attractive-looking shortcut can create a jurisdictional argument before the underlying problem is even considered. The application should be framed carefully.

See section 116 of the Senior Courts Act 1981.

Removing an executor after probate: A section 50 application

Once a grant has been issued, removal or substitution will normally require an application under section 50 of the Administration of Justice Act 1985.

Section 50 allows the High Court to appoint a substituted personal representative in place of one or more existing personal representatives. If at least two are acting, the court may instead terminate the appointment of one or more of them while leaving at least one in office.

The provision applies to administrators as well as executors. An application can be made by or on behalf of an existing personal representative or a beneficiary of the estate.

The full statutory provision is available at section 50 of the Administration of Justice Act 1985.

How is the application made?

A section 50 claim is brought in the High Court and assigned to the Chancery Division. It is normally started using the Part 8 procedure. Every existing personal representative must be joined as a party.

The claim must be supported by evidence explaining the grounds for removal and giving details of the estate, its approximate value, its liabilities, the beneficiaries and the proposed replacement.

If a substitute is proposed, their signed consent to act will be needed, together with evidence that they are fit to do so. A professional independent administrator is often suggested where the family relationship has deteriorated beyond repair.

The procedural requirements appear in Civil Procedure Rule 57.13 and Practice Direction 57.

How does the court decide whether removal is justified?

The court’s discretion is broad. The guiding concern is the proper administration of the estate and the interests of the beneficiaries as a whole.

Several principles are particularly important.

The testator’s choice matters

The court does not disregard the fact that the deceased deliberately selected a particular executor. That choice deserves respect, although it is not conclusive.

The fact that a beneficiary would have chosen somebody more approachable or efficient is not enough. There must be a proper reason for overriding the deceased’s appointment.

Misconduct is not essential

Fraud or dishonesty may make removal compelling, but wrongdoing is not a legal prerequisite. An executor can be replaced without being branded dishonest where the administration has become unworkable and a change is needed.

This is important in cases involving paralysed co-executors. The court may be able to restore progress without conducting a trial into every accusation exchanged within the family.

Hostility must affect administration

Friction is relevant when it interferes with decision-making, communication or the protection of assets. It is not enough simply to show that the parties no longer like or trust one another.

The evidence should connect the breakdown to practical consequences: an unsigned contract, an uninsured property, unpaid tax, inaccessible records or an estate that has stopped moving.

The proposed solution must be workable

The court will consider who should take over, how much the change will cost and whether the proposed replacement is independent and capable.

Removing one family executor only to appoint another person at the centre of the same dispute may achieve little. An independent professional can provide neutrality, but their fees reduce the estate. Proportionality matters, especially in a modest estate.

What should a beneficiary do before seeking removal?

Begin by identifying the executor’s precise status. Obtain the Will if available, search for the grant and establish who is formally acting. It is surprising how often a family dispute proceeds on the assumption that somebody is “the executor” when they have power reserved, have renounced or were never appointed under the final Will.

Next, prepare a chronology. Record the date of death, the steps completed, significant requests made, answers received and any deadlines missed. Keep copies of correspondence and documents rather than relying on recollection.

Send a calm written request identifying the information or action required. Ask for a realistic update covering the assets, probate, tax, liabilities, property sale, accounts and likely next steps. Avoid a 12-page accusation if three focused questions will reveal whether there is a genuine problem.

Where appropriate, propose a practical solution. This might be a timetable, the appointment of an accountant, an agreed property valuation, mediation or the introduction of an independent administrator.

If the executor is represented, correspondence should normally go through their solicitor. Aggressive direct contact rarely improves an estate already suffering from mistrust.

Executor disputes commonly overlap with challenges to the Will or claims for financial provision. My wider guide explains contentious probate and disputes about Wills and estates.

What evidence is needed to remove an executor?

A successful application is built on evidence, not adjectives. Describing the executor as “controlling”, “toxic” or “impossible” tells the court little unless the conduct has affected the estate.

Useful evidence may include the Will and grant, correspondence, a chronology of inactivity, unanswered requests, incomplete accounts, bank records, valuations, evidence of loss, tax penalties, insurance warnings and documents showing an unauthorised transfer or conflict.

If the complaint is delay, show what remains outstanding and why the executor is responsible. If it is financial mismanagement, identify the asset, transaction and apparent loss. If co-executors are deadlocked, exhibit the decisions that cannot be made.

The supporting evidence for a section 50 application must also describe the estate’s assets and liabilities, the beneficiaries and any proposed substitute. The court needs to understand both the problem and the practical consequences of the requested order.

Are there alternatives to removing an executor?

Removal is not always the most proportionate remedy. The real objective may be information, progress, protection of an asset or the correction of a specific decision.

Depending on the circumstances, alternatives may include seeking estate accounts, requesting an inventory, applying for directions, requiring a particular step to be taken, using a citation, agreeing a timetable or appointing a neutral professional to deal with one issue.

Mediation can be effective where the dispute combines legal questions with longstanding family grievances. It allows the parties to agree practical safeguards that a court might not impose, such as regular reporting or joint approval for expenditure above a set amount.

Where property or money is at immediate risk, an urgent protective order may be more important than final removal. An application should target the actual danger rather than treating removal as the answer to every problem.

The possibility of a negotiated solution should be considered seriously. Refusing reasonable attempts to resolve matters may later affect the court’s approach to costs.

How much does removing an executor cost?

There is no standard price. Costs depend on the amount of evidence, whether the executor contests removal, whether factual allegations require a trial and whether the parties reach agreement.

A relatively straightforward consent application is very different from contested proceedings involving accusations of dishonesty, disclosure of financial records and several witnesses.

No party should assume that their legal costs will automatically be paid from the estate. The court has discretion. A successful party may recover costs from the opponent, but recovery is rarely complete. An executor who has behaved improperly or defended an indefensible position may face a personal costs order and may lose the right to reimbursement from the estate.

Conversely, a beneficiary who brings a disproportionate or unsuccessful application may be ordered to pay substantial costs. The value of the estate matters: spending £60,000 arguing about who should administer an estate worth £100,000 may leave everyone with a pyrrhic victory.

A replacement professional may also charge for completing the administration. The court can authorise remuneration under section 50, and those future fees will usually be an estate expense.

For a fuller explanation of estate indemnity, personal costs orders and the risks faced by an unsuccessful applicant, see who pays the legal costs in contentious probate claims.

What happens after an executor is removed?

The court order will identify who remains or is appointed to administer the estate. Where a grant has already been issued, it must be sent to the Probate Registry so that the order can be recorded on or attached to it.

The outgoing executor must hand over the estate assets, records, keys, account information and relevant correspondence. They may be required to prepare an account of their dealings up to the date of removal.

The replacement personal representative can then complete the outstanding work, which may include recovering estate property from the former executor.

Removal does not automatically decide every allegation or compensate the estate. A separate claim may still be needed if the former executor caused loss, received an unauthorised benefit or failed to return assets.

Equally, removal is not necessarily a finding of moral blame. The court may decide that substitution is the most practical way forward without determining every disputed allegation.

What if the executor wants to step down?

An executor who has not taken the grant or substantially acted may be able to renounce using form PA15. Where another executor is applying, they may instead choose to have power reserved.

An executor who has already taken the grant cannot normally resign by writing to the beneficiaries or Probate Registry. If they have begun administering the estate, renunciation may no longer be available even though the grant has not yet been issued.

Where the executor has acted or obtained probate, a section 50 application may be required. It may be possible to make the application by consent, with an agreed replacement and evidence explaining why the change is in the estate’s interests.

An executor who feels overwhelmed should not simply stop dealing with the estate. Early advice, delegation of administrative tasks or an agreed substitution is safer than allowing liabilities and unanswered correspondence to accumulate.

Frequently asked questions about removing an executor

Read more

The real issue is whether the estate can be administered properly

An executor does not have to be popular, tactful or quick enough to satisfy every beneficiary. Removal is justified by the effect of their continued appointment on the estate, not simply by the strength of the family’s feelings.

At the same time, respect for the deceased’s choice cannot become an excuse for paralysis, missing assets or years of unexplained inactivity. Where the estate can no longer be administered safely and effectively, the court has broad powers to change the people responsible.

The strongest approach is usually practical and evidence-led: identify the outstanding work, explain how the executor is preventing it, propose a workable replacement and keep the cost proportionate to the estate.

For further guidance across this area, visit my probate and estate administration guides.

Last legally reviewed: 5 August 2026

This guide is based on general principles of English and Welsh law, is intended for informational purposes only, and does not constitute legal advice or establish a professional relationship.

About the author, Clare Lowes

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