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Deaths, funerals & probate
Discussion List
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Deaths, Funerals & Probate Board Sticky
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 *…
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Signed will
My FIL had a will done with the co-op in September, which involved a video meeting with a co-op advisor to go through his wishes, which he had already input online in the application process. After the call, which was also used to ascertain his capacity in some minimal way as the advisor said he would not be able to…
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Letters of Administration application. Deceased was UK citizen and Spanish resident. Died in Spain.
Hi My husband has applied for Letters of Administration for his late mother's UK bank accounts. There is no inheritance tax to pay. We applied using the PA1A as no will for UK. Only a will for Spain which has now almost completed and we have an affidavit stating the outcome of that. However, we have been asked to complete…
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Gifts from surplus income and the annual £3000 gift allowance.
In previous years my mother & father made gifts from their surplus income to the grandchildren. My father passed away a year ago and I'm helping my mother to determine how much she can gift from her surplus income in the year since his death.I've held off looking at this before now as I wanted to get a full year picture of…
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Probate - grateful for a sanity check !
Scenario: Parent A and Parent B now deceased. The house deeds show them as 'Tenants in Common' with a life interest trust if I've understood the terminology correctly. Somewhat simplified by having a single beneficiary (child) who is also the executor and trustee. When Parent A died (Feb 2026), as far as I can see no…
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Mystery Payment LPA - ref NA1A-PXCA
Hello - I have just started trying to sort out my mum’s finances using her LPA. There is a payment she regularly gets but I don’t know where from! The reference is NA1A-PXCA. Is anyone able to identify this for me? thank you so much - fingers crossed !
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Making Will, PoA and Trust?
Hi, I need to review my will following my wife's passing. I am 74 with no debt. I own property £350,00 & £150,000 cash / investments. I intend to leave all to my two my two sons who would be joint executors. I think I should create PoA with my two sons as attorneys. It has been suggested I create trust to avoid care home…
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Providing Home for Co-habiting Partner - Avoiding IHT Issues?
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…
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Has anyone used My Estate Kit (www.myestatekit.co.uk)?
I'm bombarded with adverts for My Estate Kit (www.myestatekit.co.uk). In theory it sounds good but has anyone actually used it? Scam checker reports website is new which is potential for a scam. Sorting and documenting everything "just in case" is something I need to do, with everything online and only accessible to me.
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Can I ask solicitor handling estate admin. to release all monies from my client account now?
My mother died in December last year and probate granted in May. I am the sole executor and beneficiary. I instructed a solicitor for admin as I was to upset to handle everything, and I have paid funeral costs and a few bits and bobs since out of my own pocket as everything will come to me anyway. Mum's property has just…
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Free and Cheap Wills discussion area
This thread is to discuss the Free and Cheap Wills guide Just click reply to discuss
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Will executor nightmare
I have been named on the will as executor to my recently deceased step-mothers estate. Named on the will as joint beneficiaries are myself, my brother (her other step-son) and her own son and daughter, with all receiving a 25% share. As far as I'm aware the only assets she has are a bungalow, which her son, daughter and…
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Complex contentious probate
Hi everyone, I'm looking for some advice regarding an inheritance dispute involving my late father. I'm now the administrator of his estate and representing myself. The situation is complicated, so I'll try to summarise it. Background My father's cousin died in October 2019, leaving a will made in 2016. My father and…
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Template Deed of Variation
I wish to do a very straightforward DoV passing an inheritance to my two adult children I appreciate that I could do this freehand, but might feel reassured to follow an easy to use template.Likewise I could pay my solicitor to set this up, but it feels like something I should be able to do myself. By way of additional…
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Confirmation In Scotland - Time Limit?
My dad sadly passed away recently, unfortunately without a will in place. He's survived by my mum, myself and my sister. We're in Scotland. I've been ploughing through everything I can find online and as far as I can gather there's no time limit to complete confirmation. Given our situation, it has me wondering whether…
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Probate application stuck in “fiat assessment” for nearly a year?
Applied for probate in August 2025 following my Father's death in July 2025. The will was in the process of being amended and had some lines crossed out by the solicitor conducting the update, Dad never signed the new draft and so the probate application was sent with the markings, eventually I find out is was referred for…
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C1 Confirmation Inventory: are refunded pre-paid care home fees an asset?
Evening everyone. I'm finalising the inventory part of the C1 form for Confirmation and wondering whether I'm right in listing a refund of pre-paid care home fees as an asset. My mum paid a deposit when she moved into the care home. She died half way through September. The contract states that fees are due for X days…
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Unoccupied house insurance
Any recommendations of insurance companies offering reasonable buildings insurance on an unoccupied property? Thank you.
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18 months after probate – co-executor occupying the house.
My sibling and I are joint executors and equal beneficiaries of our late parent’s estate. Probate was granted in April 2025 – so roughly 18 months ago. The main asset is the family home (valued around £600k). We discussed a buyout of my half-share for £290k, with interim monthly payments of £1,200 and a completion deadline…
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Making a Will
Hi, Sorry if this isn’t in the correct section. I/we are looking to make a will, and looking for a bit of advice on how to make one and the cost. I am guessing it will be a simple Will, we want everything to go to the living partner, then onto to out 3 children. We are Mortgage free and have saving in different bank…
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Probate application in England and Wales with Scottish will
Hello Does anyone have any experience of applying for probate in England and Wales with a Scottish will? I am waiting for an affidavit from the Scottish solicitor who drew up the will as I believe I will need this to confirm its validity. However, I can only find conflicting information as to whether I can then apply for…
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