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Mirror Wills and Probate - only one will taken to probate?

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  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    If the mum was the main contributor to the asset base I would look carefully at the house purchase in case there was some other split at that time.
    Also any other assets that were sole ownership of mum should be in the trust and anything sold from that should have had the value preserved.

    IT is really important to determine who were the trustees, default would have been named executors on mums will.
  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    I think I would be asking for the inventory and account from whoever claims to have be dealing with the mums estate, even if probate is not needed there still needs a check that there is no IHT due and if not married the spouse exemption does not reduce the taxable assets.
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