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!

Photocopied will

My aunt died earlier this month, leaving an estate of about £220,000, and the only will found is a photocopy, which names myself and two other unrelated people as the joint executors and beneficiaries. We haven't been able to locate the original.

Under intestacy, the estate would pass to my aunt's sister (my mother), which would be fine by me, but obviously not to the other two potential beneficiaries.

Any suggestions on how I should proceed? Does a photocopied will stand any chance of being accepted for probate in these circumstances?

I'm dreading having to get involved in a long and expensive legal dispute.

Mae
«1345

Comments

  • FreeBear
    FreeBear Posts: 18,306 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    Was the will drafted by a solicitor ?

    If so, it is quite possible that they have the original filed away in their vaults.
    Any language construct that forces such insanity in this case should be abandoned without regrets. –
    Erik Aronesty, 2014

    Treasure the moments that you have. Savour them for as long as you can for they will never come back again.
  • If the original cannot be found then it may be possible to obtain probate though it will be slow and costly. Alternatively there is no legal bar to your mother executing a deed of variation to distribute the estate after letters of administration to give effect to the photocopied will.
  • If the original cannot be found then it may be possible to obtain probate though it will be slow and costly. Alternatively there is no legal bar to your mother executing a deed of variation to distribute the estate after letters of administration to give effect to the photocopied will.

    Yes, a copy can be used providing that anyone (your mother in this case) who would have otherwise have inherited under intestacy rules does not object to it, although a DoV is probably an easier solution.

    http://www.tmsolicitors.co.uk/probate-problems/what-happens-when-the-original-will-is-lost/

    You should however do everything possible to locate the original.
  • Biggles
    Biggles Posts: 8,209 Forumite
    1,000 Posts Combo Breaker
    Trying to read between the lines, I'm wondering if the OP's mother doesn't want to locate the original and is wondering if the two unrelated beneficiaries would be able to enforce it based on the copy?
  • Robin9
    Robin9 Posts: 12,901 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Is the copy you have signed and witnessed ?

    The original is probably with the solicitor.
    Never pay on an estimated bill. Always read and understand your bill
  • We've contacted everyone we can think of to find the original, and don't know why only a photocopy was retained. The will was properly witnessed. It could have been drafted by a solicitor, but it's a very simple will, so more likely it's just been adapted from a common template document. My mother would understandably prefer the intestacy rules to apply.

    Mae
  • Mae66 wrote: »
    My mother would understandably prefer the intestacy rules to apply.

    Which would make using the photocopy very difficult, but she should be prepaired for a potentially expensive legal battle if she puts her own greed ahead of her sisters wishes.
  • Biggles
    Biggles Posts: 8,209 Forumite
    1,000 Posts Combo Breaker
    Mae66 wrote: »
    We've contacted everyone we can think of to find the original, and don't know why only a photocopy was retained. The will was properly witnessed. It could have been drafted by a solicitor, but it's a very simple will, so more likely it's just been adapted from a common template document.
    Did your aunt have a local solicitor that she had used, say, last time she bought a house? Have you tried the probate office, who will store wills for you?
    Which would make using the photocopy very difficult, but she should be prepaired for a potentially expensive legal battle if she puts her own greed ahead of her sisters wishes.
    It's not her sisters' wishes that matter so much as the fact that we don't know how old the will is, and whether the aunt may have changed her mind since making it.

    Unless it were very recent, it may well be that intestacy would rule despite any legal challenge?
  • Why would it need to be very recent? People who change their mind usually make new wills, in this case there is strong evidence of what the OPs aunt wanted, but his mother's opportunism stinks.
  • chesky
    chesky Posts: 1,341 Forumite
    Eighth Anniversary 1,000 Posts
    It's quite common to keep a photocopy of ones will at home whilst leaving the original with the solicitor for safe-keeping (fire, burglary, opportunists trying to destroy it, etc). I've done this myself but my son and daughter know who the solicitor is. It also gives the opportunity for the solicitor to offer their assistance and advice (for a fee of course).
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 352.2K Banking & Borrowing
  • 253.6K Reduce Debt & Boost Income
  • 454.3K Spending & Discounts
  • 245.3K Work, Benefits & Business
  • 601K Mortgages, Homes & Bills
  • 177.5K Life & Family
  • 259.1K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.