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Gaining access to the estate info

2

Comments

  • Robin9
    Robin9 Posts: 12,808 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Yes thanks.

    I believe your sister should be paying rent to the estate.
    Never pay on an estimated bill. Always read and understand your bill
  • xylophone
    xylophone Posts: 45,642 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    (We are hopefully seeing the solicitor next week.)

    Make it definitely not hopefully.

    And take his advice.

    https://www.gov.uk/stop-probate-application
  • Brynsam
    Brynsam Posts: 3,643 Forumite
    Fifth Anniversary 1,000 Posts Name Dropper Combo Breaker
    (We are hopefully seeing the solicitor next week.)

    Before you see the solicitor, write down a list of the people involved and their 'role' (e.g. your full name and the full name of your sister, indicating you are joint executors/sole beneficiaries), so the solicitor can see at a glance who you're talking about. You've tried so hard to keep your posts brief that they don't convey who 'she/they' etc might be or how the bits of the jigsaw fit together.

    Also write a short chronology (nothing fancy, just a list of dates and events), such as when your mother died, when you first knew the contents of the will, when your sister moved in to the property. If you aren't sure, just add a note to that effect.

    Give the solicitor a copy and have one with you for you to refer to. It will save a lot of time and therefore quite a bit of money.
  • Thank you for your comments. They are much appreciated.
    Can I take my husband in with me to go through things if my sister objects? She says its only for me and her to go through stuff but my husband is much better at this sort of thing.
  • Brynsam
    Brynsam Posts: 3,643 Forumite
    Fifth Anniversary 1,000 Posts Name Dropper Combo Breaker
    Thank you for your comments. They are much appreciated.
    Can I take my husband in with me to go through things if my sister objects? She says its only for me and her to go through stuff but my husband is much better at this sort of thing.

    Your sister sounds like a bully. Technically she's right and she can object/refuse, but if you turn up with your husband (don't forewarn her you are going to do so) it might make it harder for her to stand her ground.
  • getmore4less
    getmore4less Posts: 46,882 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    Thank you for your comments. They are much appreciated.
    Can I take my husband in with me to go through things if my sister objects? She says its only for me and her to go through stuff but my husband is much better at this sort of thing.

    As executor you can deligate any tasks you want to anyone you want but must remain responsible for their actions.
    Employment of professionals with insurance is very common(solicitors, valuers, ifa...)

    You could even have hubby substitute you as executor using the official POA option.
  • Thank you so much.
    Getmoreforless...can I insist that my husband does some of the things? He is better at them than me and has more time as he is semi-retired while I work full time.
    My sister has physically prevented us from entering the house so far so it's not going well at all.
  • xylophone
    xylophone Posts: 45,642 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    My sister has physically prevented us from entering the house so far so it's not going well at all.

    This is not acceptable - a letter from your solicitor to your sister seems to be called for.
  • We have an appointment with the solicitor tomorrow. I will go prepared with the information I need and hopefully manage to persuade my sister that her behaviour has not been very good.
    Thank you all for your help so far. I will hopefully be in a stronger position to move forward after tomorrow.
  • xylophone
    xylophone Posts: 45,642 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    This will be expensive but if you do nothing she has no inventive to leave.

    Her excuses are quite inventive already?:)
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