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Undestading will. Needs putting into layman terms

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  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    Ate they a beneficiary?
  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    What's the real question?
  • Sonny4cher
    Sonny4cher Posts: 5 Forumite
    edited 27 December 2016 at 5:54PM
    Can an executrix/ trustee be a beneficary ? This is my uncles will who has passed & person A is his wife , they have no children. She has children from a previous marriage. I am basically trying to find out if my uncle has indeed left everything including money and his house to his wife and that there is no sort of trust been set up for maybe his property , so it goes back to his blood relatives after his wife passes also.
  • Mojisola
    Mojisola Posts: 35,571 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Sonny4cher wrote: »
    Can an executrix/ trustee be a beneficary ?

    Yes.

    This is my uncles will who has passed & person A is his wife , they have no children. She has children from a previous marriage.

    I am basically trying to find out if my uncle has indeed left everything including money and his house to his wife and that there is no sort of trust been set up for maybe his property , so it goes back to his blood relatives.

    Not from what you've quoted. Everything goes to his wife.
  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    edited 27 December 2016 at 6:26PM
    Sonny4cher wrote: »
    Can an executrix/ trustee be a beneficary ? This is my uncles will who has passed & person A is his wife , they have no children. She has children from a previous marriage. I am basically trying to find out if my uncle has indeed left everything including money and his house to his wife and that there is no sort of trust been set up for maybe his property , so it goes back to his blood relatives after his wife passes also.


    you need professional advise from someone that has sight of the will.

    life interest/interest in possession trusts are often used to in these type of cases
  • It would be perfectly normal for your uncle to leave his estate to his wife.

    What would happen with that property/assets after her death might controlled by his will - but why would you expect it to go anywhere other than her choice zafter that if gehas left it to her isn't clear.
  • theEnd
    theEnd Posts: 851 Forumite
    Are you person B or C?
  • Crabapple
    Crabapple Posts: 1,573 Forumite
    The will as you've stated it leaves everything to his wife, no trusts. She can do whatever she wants with it.

    You may find when she dies that she has left things to your side of the family but this would be her choice and even if she made a mirror will at the same time she can change it.
    :heartpuls Daughter born January 2012 :heartpuls Son born February 2014 :heartpuls

    Slimming World ~ trying to get back on the wagon...
  • Yorkshireman99
    Yorkshireman99 Posts: 5,470 Forumite
    edited 27 December 2016 at 6:46PM
    Sonny4cher wrote: »
    Can an executrix/ trustee be a beneficary ? This is my uncles will who has passed & person A is his wife , they have no children. She has children from a previous marriage. I am basically trying to find out if my uncle has indeed left everything including money and his house to his wife and that there is no sort of trust been set up for maybe his property , so it goes back to his blood relatives after his wife passes also.
    Despite being in unnecessarily verbose legalese the will is quite straightforward. All executors are trustees of the estate property but this does not mean there is some form of separate trust. Your uncle is perfectly entitled to leave his estate to his current wife. Blood relatives only have any rights if they were financially dependent in some way. Forget any thoughts of challenging the will. It is quite normal for an executor to be a beneficiary.
  • Thanks everyone
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