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Pulling out of an executorship
Hi all Deep breath...... My wife's sister died last week and my wife is named on the Will as one of two executors (the other being the deceased's husband). Due to family problems my wife will be pulling out of the role of executor. We downloaded form PA15 but, as the form doesn't say what to do with it, I phoned HMCTS.…
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Removing myself as an executor
Hi there, hopefully just a fairly quick one... I have been an executor on a will since I was in my late teens/early twenties for my Aunt (I am now in my 50's). Unfortunately, she is now in a home and suffering with, what appears to be, some form of dementia. I now wish to remove myself from being executor (I am still happy…
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Deed of variation questions
If a BTL property is passed onto children according to the Will, can a deed of variation be used to "skip a generation" after the property has been sold (with the cash proceeds held by the children)? Or can a deed of variation be done only as the same form of asset that was initially inherited? Whether the BTL property is…
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Final Cost Bundle request
My aunt had dementia, was in a care home, she passed away there too. Family appointed Solicitors to act as her Deputy for Health and Finances. Solicitors are submitting their Final Bill of Cost Bundle. I'm Executor and a Trustee, I've requested a copy of said Bundle, Solicitor ask me why I think I'm entitled to it and…
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How long to obtain letters of administration
How long did it take you to obtain letters of administration? We are 19 weeks and still waiting. Thanks.
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DWP overpayment investigation - timescale?
Can anyone advise if they have been in a similar situation? I'm the executor of my late mother's will. Probate was granted in Dec 2023 after which the DWP indicated she might have been overpaid on Pension Credit. I submitted several years worth of bank statements as they requested earlier this year, but I haven't heard…
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If your a trustee of a trust you need to read this
I am A 78 year Old pensioner and have just found out that Both My Mothers trust and my own will trust need to be registered with the TRS. Both. trusts were setup in 2016. As a result of a European parliaments directive in 2020.[I thought we had left that shambles behind, obviously not] The government introduced a law which…
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Gifting advice
My Mum would like to give my neice and her three kids £250 each as gifts. Normally HMRC would not count £250 as being taxable, but with the kids not having their own bank accounts I think the only realistic way of doing this is to give my neice a cheque for £1000, perhaps with a note to say that the money is to be split…
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Question about jointly held shares
Hi, I'm acting as executor for my late father. I'm hoping someone has come across something similar and can give me a heads up. I've come across annual summaries of dividends paid on shares that he appears to have held with his ex wife, which he never cashed in, presumably because they no longer had a shared account after…
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Pre-deceased persons and need for retrospective confirmation
So in previous post I mentioned was preparing Grant of Confirmation for Mum who died in Sept but from advice given by @buddy9 it transpired might first need to obtain this also for Dad who died in Nov'22 (depending on validity of the 'Evacuation of Special' destination that was appended to their wills). So that opens up…
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Conveyancing solicitor wants a copy of my late Mother's will.
Good afternoon all., My Mum passed away in August of 23 and in her Will left everything to myself as her only surviving child. I applied for Grant of Probate and it was granted in January this year so in April I put house on market and it sold. Now I am moving home myself and I have sent everything to my solicitors to…
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Is probate needed?
Had a meeting with an IFA yesterday about sorting out some of my pensions. Towards the end of the conversation he asked about wills, POA etc. While talking about that I mentioned that we had never applied for probate for either my FiL or MiL. That started a lot of sucking of teeth and tutting with added "oh that's going to…
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Transferring house left in Trust on Land Register/Deeds
Hi My Dad died 6 weeks ago. In his Will he created a property Trust, with my brother and I as Trustees, giving my mum the right to remain living there for the rest of her life, which I know if common practice. However, we are unsure as to what we need to do legally, going forward. I presume we need to get the Land Registry…
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Process for probate with IHT payable
I am supporting a friend whose parent recently passed away. They are the Executor and sole beneficiary. The estate will exceed the £500k ceiling for IHT by a relatively small amount, plus there is some life insurance payable that I believe is outside of the estate. Can someone please list the order we need to complete the…
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Finding an executor for my will
HelloI'm looking to write a will soon and know very little about the process. I expect to outlive my parents and I don't have any other close family.In that case, who should I have as an executor?Thanks
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Will aid scheme scam?
I recently selected solicitor under will aid scheme. After 2 hr phone call I was transferred to their finance department to pay £1740 for trusts to be inserted in wills of myself and partner to protect assets from being used to pay care home fees & setting up powers of attorney. I paid and also the donation of £180 to will…
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PROBATE HELP PLS
I now think I've completed the online probate firm incorrectly as I didn't fully understand the figure questions ie the gross estate amount. I thought it was the total estate amount but as there's an amount owing on a lifetime mortgage which is registered on land registry. I think I should have taken off this sum and put…
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Proper handling of will property trust for tenants in common
My situation is as follows: My grandparents set up a tenants in common trust for their home in 2005. My grandfather died in 2017, placing his share of their home in a property trust to benefit my aunts, my brother and I. My grandmother asked that I act as executor of his will. I estimated his share of their home at £175K.…
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Can I insist on an electronic payment?
As executor of a will I have several payments to make to beneficiaries. Does anyone know if I can insist that these payments are made by electronic bank transfer as we do not have a cheque book?
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Probate
As there is property probate will be needed there is also cash in the estate. The beneficiary is on means-tested benefits that will end. Does the executor have to make a interim payment of some or all of the cash, or can the executor just wait till probate is granted.
