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A little advice needed please
Hi everyone, my mother passed away in August and made me executor of her estate.. I have an older sister who saw very little of our mother but seems to be a little upset this duty wasn't left to her. I have a couple of questions if anyone could be so kind as to help. My mother owned her own property (and lived alone) and…
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Letters of Administration. Wrong Advice
I recently posted several questions relating to advice I was given by a Will writer who was going to handle letters of administration for me. Following the replies I had combined with gut instinct I terminated the services of this person. This person was to apply for L of A, suggested a 95-5 split of the only asset, the…
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Lasting power of attorney
Has anyone successfully obtained this legal power on their own just by filling in the forms on the Justice website? My brother in law failed having paid the £130 fee and had to re-apply, paying another fee. I have just found a website offering to complete the forms over the phone and charging £59; anyone any experience of…
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Winding up an Estate
Does an estate have to be entirely completed before any monies can be distributed to the beneficiaries. For instance if a person is left a set amount of money and that money is available, can that money be given out. Or does every thing else have to be completed, such as a property in the process of being sold.
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Estate Accounts
Can anyone point me in the direction of good sample estate accounts. I have googled it but there doesn't seem to many decent ones available. As I am executor and the family are beneficiaries I want to ensure all is above board and no-one can complain.
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Paying utilities on deceased's empty house
My father passed away yesterday. My brother and I are executors and sole beneficiaries of his will. We have been to the building society and informed them of his death and his accounts are now frozen until we have probate. What happens to the direct debits which are set up to pay utilities on his house? We will want to…
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death planning - SCOTLAND
Hello Will try to keep things as short as possible. We reside in Scotland My Gran has been a long sufferer of cancer. Currently she is in an NHS establishment receiving palliative care and has been in there for the last 4-5 weeks. We have been given the sit-down by the doctors and been told the end will be sooner rather…
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Joint bank accounts with Mum - is probate necessary
A few years ago Mum had me added to her two bank accounts as joint account holder. She passed away yesterday after a short illness. She had a funeral plan (all paid for), so the family only expect to pay for the reception afterwards, and then later on for the interment of her ashes with our Dad. Her estate at the moment…
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How to setup a Will to reduce IHT for family over threshold?
We are married, currently with one young child. Our estate (mainly due to the rocketed value of our house over many years) will be over the IHT married joint limit of 650K. What is the best way of setting up our wills to ensure the survivor partner and child aren't hit with a tax bill? Would it be best to leave a…
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Care homes and finance
Dear all, My grandmother was recently diagnosed with Alzheimer's disease, but was still capable of living alone. Recently she was taken ill and as a result of the illness, the symptoms Of Alzheimer's have become increasingly prominent. So much so that it has come to a time where she must go into a care home. This would…
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Executor *UPDATE* #19
Hi all, I am named as the executor on my fathers will, and my sister is really p***ed at this news, (she has not spoke to him for 20yrs) she is saying there needs to be 2 executors and is going to a solicitor, I have told her there only needs to be 1 executor, who's right here........ Thankyou
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Advice please
Hi everyone, I wondered if someone can help here? My aunt received a letter from some kind of heir hunter person stating that a relative has died and their is an estate to be claimed. She contacted them and needed to provide several documents. It was my aunts (and my dads) mother's brother who had died but nobody in the…
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Memorial Headstones - help, where do I start?
Hello all, I'm trying to organise a memorial headstone for my father's grave. I've figured its probably cheaper to skip the funeral director and deal directly with a stone mason. However there are so many things to consider e.g. type of stone, lettering, style etc. I have no idea where to start and even though I want…
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Proof when dying intestate?
My elderly aunt received about £900 after a relative of her's died intestate. My aunt is convinced that the sum should be greater than this, based on the impression her relative gave when he was alive. Is there a way of finding out how much was left, taking into account her relative died intestate, and can we find out if…
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Useful references
Given how often the question arises I thought it would be useful to have a thread which provided useful resources on this subject, maybe it could become a sticky at some point? I'm happy to update this first post with any suggestions of other official/useful resources. ENGLAND AND WALES: Official Probate Service:…
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No will, no probate?
My Grandmother died a few weeks ago. She did not have a will. She has one living daughter (my mother), and a son who is deceased. My mother has three children. My late uncle has three children. My Grandmother left in the region of £23,000, prior to funeral costs and other outstanding debts. The bank released the money to…
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Mortgage of the deceased
Hi I am hoping you can help me and I apologise if I am posting in the wrong place My father-in-law died in July and my husband is one of the executors of the will (along side a solicitor) He had paid 19 years of a 20 year mortage with the Halif*x Upon his death we wrote to the mortgage company with a copy of the death…
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Advice on Probate - Letters of Administration & Tennants in Common
I contacted a firm of Will Writers who also do Probate yesterday. My Father died at Christmas & didn't leave a will. The house will I understand now become my Mothers property (house was in Dads name). I've been concerned as my Mother has Dementia & has a Carer at home partly paid for by Local Authority & partly my Mother…
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Looking for some advice and help
I am in a very sad position in that I have lost my Mom and Dad over the last 90 days. Being a practical person I am now focusing on the process we need to go through in order to deal with my parents estate. My parents will were done in the 70’s when my brother and I were children and the Bank (Now part of a global player)…
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selling a house to an executor when one of beneficiaries is under 18
My Neice and I are executors of my mothers estate. The house was to be shared half to myself and my sister and her two children to split the other half equally between them. It was my Neices intention to buy my mothers house and our solicitor was told this on our first meeting with him( I can see she had a conflict of…
