We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Beneficiary to a will
Comments
-
I'm going through a similar situation. My grandparents have both died in the last two years (grandmother 2 years ago, grandfather in May this year). A close relative has seen the will left by my granddad which stated a certain amount of money was to be left to the three grandchildren. My father is the sole executor of the will. Nothing has been received from the solicitor the will was left with to anyone as far as we know, and we can't get any information from my father as to what is happening. The flat my grandparents shared is currently on the market for sale.
After a heated discussion between my brother and father, it appears that we will only receive half of what was bequeathed as my grandmother had allegedly loaned £90k from my father's partner - no proof of which has been offered. My father has said because of this he is pocketing the £90k as soon as the flat is sold not leaving a lot of money at the end of it.
My question is can an executor of a will determine how much is given to a beneficiary? If no proof is offered or found regarding an alleged loan can they use this as a way of limiting the funds to be dispersed? Can a solicitor do this?
I appreciate any help given as this is tearing my family apart at the moment and we know that my grandparents wishes are not being followed.
Hi
You really could do with your own thread but let's start with the basics.
If you have been left a specific bequest (say £30k) then you are not entitled to a copy of the estate accounts, but if you have been left "one third of the value of the house", you would be.
You say that the property is for sale? Your father cannot sell the house without probate; he can put it on the market but the solicitors will want to see the probate grant before he is allowed to sign anything.
So you first point of call is the local Probate Registry to find out if he already has probate?
If not ask them about putting a caveat on so that he cannot obtain probate.
If he has probate, tell them about the "loan". Then contact the Land Registry and register a charge against the deeds.
It might be best if all three grandchildren do this jointly rather than allowing father to play one off against the other.
Please go together and see a solicitor.If you've have not made a mistake, you've made nothing0
This discussion has been closed.
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 352.1K Banking & Borrowing
- 253.6K Reduce Debt & Boost Income
- 454.2K Spending & Discounts
- 245.1K Work, Benefits & Business
- 600.8K Mortgages, Homes & Bills
- 177.5K Life & Family
- 258.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards