Guide discussion: Probate: How to do it yourself

Cozzie245

Morning all, Do I have to apply for Grant of Probate if my late husband had an ISA amounting to roughly £30000 in his name only ? I have been named on the will as the sole executor and have been bequeathed the residue. Regards.

naedanger

Cozzie245 said:

Morning all, Do I have to apply for Grant of Probate if my late husband had an ISA amounting to roughly £30000 in his name only ? I have been named on the will as the sole executor and have been bequeathed the residue. Regards.

If that is the only asset then speak to the bank/financial institution holding the ISA. Ask to speak to their bereavement team. It depends on their own limit, some will and some will not permit that amount to be uplifted without probate.

Bimbilou

My Mum left a will signed in 2018. It had 2 executors and left the estate split between myself and 2 sisters. In December 2020 she updated her will, making us 3 sisters the executors and again leaving the estate between the 3 of us but with a £5k gift to each of her 8 grandchildren plus one other gift of £8k to another person. 
Unfortunately the ‘professional’ will writers made a number of simple errors with spelling mistakes and got the sum intended for the other person incorrect. My Mum sadly died whilst waiting for the corrected will to arrive, therefore we understand the signed will of 2018 to be the legal will. 

The executors of the 2018 have been happy to renounce executorship to honour our Mum’s final wishes and allow the three of us to be executors and also honour her gift requests to our children. My questions are:
1: how do we three now become executors officially? 

2. Are we right in thinking a letter or deed of variation is all we need to do to give the children what she wished.
3. Do I have any comeback on the firm of will writers, whose tardiness and inattention to detail caused the delay and has left us with these additional problems on top of our grief.  I really would have expected a will writer to check and double check as fundamental an issue such as the spelling of names! 

They sent their original draft 7th January and my Mum was still chasing a correct will the day before her death on 26th January. By her own admission the will writer knew that time was important as my mother told her she felt she was dying and didn’t know how long she had left. 

Thank you for any advice

Bluecat34

Hi Everyone,
I have found the guide on do it yourself useful. I have been told that an Executor has to apply to the court for a grant of Probate. 
Has anyone else had to do this?
Regards 
Bluecat34

witchlady

We heard through the grapevine that my partners mum had died.
His step sister had been going over.
She never informed us or any other close family.
She got a friend to call us after we went round and put a note through the door.
This friend would not give her name. said she had been cremated.(Yet I cannot find no record) This is odd as she paid for a double plot in the village church yard)
Also said there is noting in the house left that belongs to my son.
Also said she left my son and my partner nothing in the will as we got the other house.
(Lie as we had to get a mortgage to buy the other people out)
We have asked for a copy of the will as I cannot find any prove she is died.
I kept looking on the gov website and then pops up a will in her name.
I have ordered a copy should have come through on Sunday but nothing yet.
Do they have to ask her for permission to send one to us?
She is being very iffy about this will.

Keep_pedalling

witchlady said:

We heard through the grapevine that my partners mum had died.
His step sister had been going over.
She never informed us or any other close family.
She got a friend to call us after we went round and put a note through the door.
This friend would not give her name. said she had been cremated.(Yet I cannot find no record) This is odd as she paid for a double plot in the village church yard)
Also said there is noting in the house left that belongs to my son.
Also said she left my son and my partner nothing in the will as we got the other house.
(Lie as we had to get a mortgage to buy the other people out)
We have asked for a copy of the will as I cannot find any prove she is died.
I kept looking on the gov website and then pops up a will in her name.
I have ordered a copy should have come through on Sunday but nothing yet.
Do they have to ask her for permission to send one to us?
She is being very iffy about this will.

As your question is not related to probate, you really should start your own separate thread for this.

JGB1955

The will is a public document and anyone can apply for a copy.
witchlady said:

I kept looking on the gov website and then pops up a will in her name.
I have ordered a copy should have come through on Sunday but nothing yet.
Do they have to ask her for permission to send one to us?
She is being very iffy about this will.

jezza270

Hi,

when filling in form PA1A question 3.4d, how many children of uncles or aunts survived the deceased, is it OK to put the total number that the applicant knows of if they are unsure of the total number?

Thanks.

fh2901

Hoping for some advice: I'm dealing with my late mum's affairs after she sadly passed away just before Christmas. She named our lovely family solicitors as executors, but since I'd already done a lot of the pre-work when they got to it, and since I'm the only surviving family member and the sole beneficiary according to the will, they've suggested renouncing but reserving right.

My question: since I'm sole beneficiary, do I need to set up a separate account to collect financial assets together? It seems unnecessary, since everything will be coming to me, but I didn't know if it was a requirement. I'll be keeping accounts of all transactions.

Froglet

fh2901 said:

Hoping for some advice: I'm dealing with my late mum's affairs after she sadly passed away just before Christmas. She named our lovely family solicitors as executors, but since I'd already done a lot of the pre-work when they got to it, and since I'm the only surviving family member and the sole beneficiary according to the will, they've suggested renouncing but reserving right.

My question: since I'm sole beneficiary, do I need to set up a separate account to collect financial assets together? It seems unnecessary, since everything will be coming to me, but I didn't know if it was a requirement. I'll be keeping accounts of all transactions.

You will have a better chance of replies if you start a new thread.This one comes at the end of several pages and could well be missed.