Help re sorting Will please

RADDERS

Before you go to the solicitors, have a look at the probate forms that you can download from the gov. site. Then just work through them and see if you think that you can do it yourself. If you are methodical it is pretty straightforward and you would have to find most of the information to provide for the solicitor any way.

If there is no house and there is the carry forward from your dad the estate sounds pretty straightforward. On an estate of £500K solicitor fees will be a few thousand and this can be saved if you do it yourselves. If you ge5 stuck you can always either ask on here or then get legal advice.

grumpyoldgal

Margot123 wrote: »

I'm sorry for your loss.

On a slightly different subject, was your Mum ever assessed for Continuing Health Care? As you say you were her Deputy under the OPG, this has made me wonder.

If your Mum was never offered an assessment, then you may be able to claim retrospectively. It's worth looking into as regards the care fees. CHC funding is not means tested.

Thank you Margot,
Mum was assessed for CHC but it wasn't granted. She was originally in an EMI with dementia but then alo developed some physical complaints and moved to nursing.

grumpyoldgal

RADDERS wrote: »

Before you go to the solicitors, have a look at the probate forms that you can download from the gov. site. Then just work through them and see if you think that you can do it yourself. If you are methodical it is pretty straightforward and you would have to find most of the information to provide for the solicitor any way.

If there is no house and there is the carry forward from your dad the estate sounds pretty straightforward. On an estate of £500K solicitor fees will be a few thousand and this can be saved if you do it yourselves. If you ge5 stuck you can always either ask on here or then get legal advice.

thank you Radders.

I am going to go out then settle down for the afternoon, make musef some notes, do some letters to accompany the Death Certificates and get those in the post tomorrow and work through the Sticky on the forum.

I am quite an organised person - this is just so out of my comfort zone. But being now retired with no Mum to go and visit every day then I have plenty of time to get on top of this,

And believe me, I will holler!! Thank you again x

troubleinparadise

grumpyoldgal wrote: »

thank you Radders.

I am going to go out then settle down for the afternoon, make musef some notes, do some letters to accompany the Death Certificates and get those in the post tomorrow and work through the Sticky on the forum.

I am quite an organised person - this is just so out of my comfort zone. But being now retired with no Mum to go and visit every day then I have plenty of time to get on top of this,

And believe me, I will holler!! Thank you again x

If you were managing your Mum’s affairs as a deputy, I’d guess you are very used to the demands of form filling and organisation, plus you already know your Mum’s financial affairs in great detail.

I know it can seem daunting, especially when your mind is probably feeling overwhelmed, but you have time to plod your way through the forms.

You can always seek professional input whether legal or accountancy should you hit something you’re not sure about. That will cost you a lot less than handing the form filling to a solicitor when you already have all the information yourself.

It will become clearer as you get going - as always, it looks worse than it actually is. As for proof about accounts etc, you give details of those on the forms, and there is obviously an element of trust about disclosure, much a# with Deputyship. And HMRC can delve deeper with financial institutions if they wish to! Just keep track of phone calls and copies of letters you send so that you know where you’ve got to with each account, so much easier than relying on an overloaded memory.

There are people on this forum who have done Probate themselves as laypeople, and can help you out with any questions you might have. Good luck - you will get through this!

Savvy_Sue

The other thing to remember is that there is no mad rush to do this, no fixed timetable if no IHT is due. You can take your time and work through things little by little.