Deaths, funerals & probate

Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…

I went to see a local solicitor a few weeks ago and said that after expenses, tax etc, that 50% of my estate will go to my husband and the remaining 50% will be used to set up a disabled person's trust for my brother, where my husband and my friend will be the trustees. I received the draft today and it looks like the way…

In 2016, my mother purchased a prepaid funeral plan over the phone with the Co-op without receiving adequate advice, leading to we think, an mis-sold plan. She has been contributing £41 monthly for a decade, totalling over £5,000. Having decided on a funeral that costs well within this amount, she requested the Co-op to…

I have seen a letter saying my wife sold her property to her children for £100 each in 2002. (worth over £300,000 at the time) It was supposedly signed by all her children and witnessed. All but one of the children did not recall this document and did not recognise the witness signatures (no printed names). The one child…

I am an executor of my late mother's estate and she left a considerable portion of the estate to two young adult relatives (one just turned 20) who live in Scotland (Central Belt). We executors are sure that these relatives should seek financial advice about the best way to deal with their inheritance but we have no good…

Hi all - I'm a bit stuck currently with my query. My MIL passed away last summer. We submitted tax returns for her for the year of and the year preceeding her death. One of these was submitted a few months late as they did not send us the necessary forms when they should have. Late payment fees were added. We wrote a…

My parents owned their property tenants in common 50% share each. My dad died in 2016 with the value of his share being in a protected property trust in the will with my mum having a life time interest in the property until her death My mum has now died so my question is regards the gross probate value. The value of the…

I'm after some advice, if possible, my father passed away in June 2024 in the UK and he had a Norwegian pension from when he worked there 40+ years ago. I've contacted the company over the phone and sent his death cert, however they don't accept ours as certified copies as they have different policies. Any advice on what I…

Hi all! Just need a sounding board, really. Unfortunately, my grandmother died last year. She left me a considerable inheritance. And a part of that inheritance is just under £150k worth of HSBA shares (when she passed they were worth around £80k). I was pretty shocked when I had looked at the share price recently as I…

I have tried getting a free/low cost will with 2 reputable firms now and still dont have a will! The first said that as I wanted to leave a fixed sum to each of my 8 nieces and nephews that it was too complex. The second didnt know how to put in a clause stating that the residue goes to charities, despite me drafting…

My father had a few falls last year and was in and out of hospital a lot, then eventually passed away in hospital. His water bills are roughly £370 a year (as of last statement) and has lived at the new build since 2011, so the meter started from 0 presumably. Having checked the meter, the figure on the meter outside has…

Hello, does anyone know what the current timelines are for getting a lodgement certificate after sending a will to HMCTS for storage? The 2 weeks mentioned here https://www.gov.uk/government/publications/store-a-will-with-the-probate-service/how-to-store-a-will-with-the-probate-service must be well out of date. The will…

My dad died last month and i find myself in the position of tackling probate. Context dad had a will and named his partner as executor and if she wsnt able to act or pte-deceased etc, then named me as executor. Partner and I are equal beneficiaries. His partner is deaf and not online. I have been doing all the usual death…

We have probate and a property currently operating as an Airbnb is now being moved as per the will to the beneficiary. The solicitor has advised that this may take up to a year as the Land Registry is running behind and prioritising actual sales. I have seen positive input from the Land Registry on this forum and I know…

Hi, I should probably explain why I’m asking. I’m looking into whether there are recurring problems in probate and inherited-property sales that are only discovered after a buyer is already involved. I’ve spoken to a few buyers and conveyancers and heard examples involving old ownership issues, missing deeds, historic…

This discussion has been moved.

Hello everyone, I have just received the C1 Confirmation form back for my late mother's estate from the Sheriff Court, accompanied by a generic rejection letter. There is no specific guidance explaining why the form was knocked back.I understand this blanket rejection is quite common for estates handled without a…

Late 20s first time handling probate and estate admin/distribution totally on my own. Nearing the point of being ready to distribute to beneficiaries, and I wanted to ask if / how people have gone about drawing up receipts for the beneficiaries to sign and confirm they've received their inheritance and released the estate…

Hi all, Filling out asset form for recovery from estates after death and probate granted. Deceased received savings portion of pension credit, had assessed income period until 2018 and passed 2025. Strongly suspect an overpayment claim will be made, but can anyone with experience tell me whether council tax reductions made…

I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…

Hi, This is my first post so please forgive me if I'm asking something already answered and if so please feel free to point me to previous posts in that case (I couldn't see anything in the last couple of years). I appreciate any help you can give. My mother is considering writing a will and wants to leave her house to my…