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Estate funds
Hi, Another question if I may. When my fathers estate comes into funds, can the way the assets are being distributed i.e. property and money be challenged before it is actually shared and if so what is the process. I am concerned at the moment that when we finally get to a position whereby the house is sold etc that my…
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Advice on Probate and bank accounts
Hi I have a few questions that maybe someone could help me with? My Mum died very recently and left a will which a copy of is with a Solicitor - This named me as Executor and sole beneficiary of will.The house was left to me but only her name is on the Title Deeds. I have recently booked a quick appointment with the bank…
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Will after divorce and other questions
My Father passed away suddenly and unexpectedly last week and would be really I be grateful for any advise. I have a copy of his (very brief) will, which leaves everything to his Wife (my Mother), or in the event of her dying before him, 1/3 each to me and my Brother and 1/6 to each of my two young children. My Mother and…
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Inheritance
Hello, Please can anyone help, My partner's nan passed away 18th August 2017 and left a will stating the estate to split 3 ways between her 2 daughters and son. Her son passed away 5th February 2018,( without a will) in her will she also stated that if her son died she wanted the money to go back to her daughters. The…
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By-passing the Executor
Hi there Bit of a strange one that has us concerned. My Wife's ex-husband died a couple of days ago and the Will shows that the Executor is the solicitor who drew it up. If appears that the step-son in law and his Wife (both beneficiaries) have decided it would be cheaper not using a solicitor and want to use an Auditor…
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How do I set up Discretionary Trust or similar
My parents' wills state that their estate be left in trust to whichever spouse survives . They were both in a care home before he died recently and their assets/incomes were treated separately. There is no property (they sold their house and split the equity about 6 years ago) and the cash left in the estate is around…
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Setting a date for estate to be transferred?
A number of years ago when I bought my first property, I created a will at the same time with the same lawyer who dealt with my mortgage. Having no children at that time I divided up my estate, possessions and monies amongst friends and family; but now I would like everything to be handed down to my child eventually.…
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Limitations on trusts
My fianc!e and I are looking to put wills together. I have a child from a previous relationship and we have a baby due in the next month. We want to try and make sure that both children (and any future ones) are left equal amounts, but there is a 9 year age difference between them. In the event that we both passed away, we…
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Life Insurance and Estate Value
Hi - I am currently doing the estate valuation for my wife who passed away. The house we live in is mine and has only ever been in my name and paid for from my account (we didnt have a joint account). However we did have joint life insurance. The life insurance company agreed to pay this out about 13 months before my wife…
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Responsible for bills brother in parents house
My brother is living with my parents. He is nearly 40. He does not work or claim benefits and is basically living off parents. I own my own home. Well just recently got a mortgage with my boyfriend. Got POA along with my brother for both parents should anything happen and parents have stated that the house would be left to…
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Council tax repayment
Hello My dad died in 2017 without a will. We've completed the probate process and have recently had confirmation of the repayment owed to the DWP in relation to his pension credits. It was thankfully a very small amount. With the DWP process completed, I'd like to know if we could distribute the majority of the cash.…
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Solicitor gone into Administration
Hi, was hoping for a bit of advice on the next steps to take. Seven months ago my Mum sadly passed away leaving a will with my Uncle and a solicitor as executors. My Uncle stood down due to his age and the solicitor was retired but he gave his old firm permission to do the work. Will is straightforward with me and my…
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Getting access after a death.
Hi all. My wifes relative recently died. A relative was named in her wishes as executor of the estate and we are helping her organise everything. The deceased lived with her partner. Neither her partner nor any of his family attended the funeral. We have not been able to get in touch with any of them since the day of her…
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Beneficiary Deceased
I am the executor of my Aunt's will and the residue of the will was to be split between myself and seven of my cousins. My Aunt had no children. Unfortunately one of my cousins predeceased my Aunt. After the list of the beneficiaries it states 'as shall be living at the date of my death and if more than one in equal…
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Credit to deceased estate 10 years after probate
My late aunt's estate is shortly to received a council tax refund following re-banding, She died about 10 years ago as executor of her will what action should I take?
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Life trust / life tenant question
Can someone provide me with an example with figures please of how things work with a life trust? My father is terminally ill and wants to leave the house he shares with my stepmum in trust for me, my sibling and my stepmother's nephew. My stepmother's will states her assets will be divided in three between me, my sibling…
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House deeds still have 2 names
I am executor and sole beneficiary for my mothers estate after she passed away a few weeks ago. I have applied for probate, and have progressed with dealing with the organisation who do not need grant of probate. I have cleared the property and have instructed an estate agent to put it on the market. My problem is that…
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Content Missing
Can anyone advise please. My brother is the executor of my fathers estate. I stored items from my previous property at my parents which was still there when they died. He has locked the property and now changed the locks but left the storage area under the house unlocked and now items of mine have gone missing. The acting…
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Probate and property valuation
I lived with my mum for 20 years and she has recently died. We own the house jointly and it will need to get valued for Probate. It is an unusual house and I imagine difficult to value. I have no idea what it's worth but a wild guess would be 750,000. If I get the house valued and it comes in at something wildly large that…
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Title deeds
Is it possible to transfer title deeds and discharge the standard security without the help of a Solicitor? I have delt with most aspects of my late husband's estate on my own but l worry about making legal errors. I also worry about the legal costs too !! This would be under Scots law. Many thanks in advance for any…
