Will made, my name in it, step mother failed to tell me! ...

LA2015

I got it from:
www .gov.uk/search-will-probate

you can get a copy of anyone's will so long as you know the name / date of death, pay £10 then a link is emailed 2 days later

POPPYOSCAR

Why have you left it for 14 years?

LA2015

I left it for 14 years as I 'presumed' if dad had left me something I would have been told at the time, it was while watching a TV show that gave a link to look up a will I thought i would have a look at what dads had said, this was the first I knew about it! now annoyed and waiting to ring solicitor on Tuesday as the email I sent to her solicitor on the day i found out was not replied to before the Bank Hol, while I have her address I think this is best dealt with via legal route, but would like to know who to contact / what to ask

comeandgo

Did he still own any stocks and shares at the time of his death? He may have had to cash them in prior to death.

Tigsteroonie

Was the will probated? I thought probate included a list of assets, so that would show if he still had shares at the time of death. Could be talking b*ll*cks here - can anyone corroborate this?

POPPYOSCAR

comeandgo wrote: »

Did he still own any stocks and shares at the time of his death? He may have had to cash them in prior to death.

Good point but the OP does mention that part of the estate was to be put in trust for them.


Either way the step-mother should have discussed with her at the time.

LA2015

I didn't know anything about the will till last week

dzug1

Tigsteroonie wrote: »

Was the will probated? I thought probate included a list of assets, so that would show if he still had shares at the time of death. Could be talking b*ll*cks here - can anyone corroborate this?

The Probate document just states the value of the estate as declared when probate was applied for - no details as to what the assets were.


That's included in the will - but it will be the assets that the deceased chose to put in the will.


The details of the assets are not in the public domain.

G6JNS

dzug1 wrote: »

The Probate document just states the value of the estate as declared when probate was applied for - no details as to what the assets were.


That's included in the will - but it will be the assets that the deceased chose to put in the will.


The details of the assets are not in the public domain.

But if the OP is a beneficiary of the will they are usually entitled to see the estate accounts. Also the will may well specify which assets, if any, the OP is entitled to.

konark

If your father owned no shares at the time of his death this bequest will fail.

You need to see the estate accounts but even these can be unreliable, executors can have money from share sales paid directly to themselves. Do you know the companies he held shares in? All share transactions are well documented so there will be a paper (or paperless) trail if they have been sold after his death. I would get your step-mother's version of events first before seeking out legal advice.

In a will 'held in trust' usually means the executors must sell something, then after having held the money in trust for a few months give it to the beneficiary.