An executor can "stand down" from their role, known as "renouncing" their position. They can only do this if they have not started to deal with the administration of the estate, known as "intermeddling".
If an executor refuses to stand down, an application can be made to the court for their removal. The court will expect substantive reasons for the removal to be present and to see that efforts have been made in advance to resolve the issues. The court will not automatically remove an executor simply because they may have fallen out with the other executor.
The following are ground to make an application to the court :
- The executor is not fit for the role (i.e. they need the mental capacity to undertake it).
- The executor has committed serious misconduct (i.e. stolen money from the estate).
- The executor has failed in their duty to administer the estate per the Will (for example, paid only some of the beneficiaries)
- The executor has a conflict of interests (for example, the executor is also bringing a claim against the estate).
- The executor has caused the estate loss and failed to protect its assets.
Applications to remove an executor can be complex and as they often involve family members can result in or inflame embittered families. The process can also be costly so. It is always sensible to explore whether an amicable resolution can be reached before an application to the court.