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Executor Expenses- what can I claim?

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  • Sunnie15
    Sunnie15 Posts: 28 Forumite
    Fifth Anniversary 10 Posts Combo Breaker
    Its funny xylophone how some organisations are happy to accept the interim death certificate while others insist on the full one.  The pension company concerned are currently refusing to accept a certified copy of the will. Seriously.  Looks like a 500 mile round trip then for them to have sight of it.  I don't know if its just the fact that I don't have a full death certificate that is making them so difficult to deal with.  I sent them the interim death certificate, copies of the will and my ID (both certified) months ago and they wouldn't accept any of it.  They responded telling me that they needed the full death certificate and/or a coroner's report and the original will before they would look at doing anything on the estate.  I'll just sit tight and hope the inquest goes ahead as planned and that Covid 19 doesn't delay it.  I love the way that some organisations act as this is the only time they have encountered this situation. 

  • xylophone
    xylophone Posts: 45,604 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Looks like a 500 mile round trip then for them to have sight of it.  

    It does not seem to me that their stance is reasonable - there can be no doubt about the fact of death (evidenced by the interim certificate)  and a notarised copy of the will should be sufficient for their purposes, particularly if a beneficiary has been named - if no beneficiary has been named then the will would only provide some guidance?

    At all events, if you have to make the trip, it seems to me that this will definitely count as an executor's expense - an overnight stay in a hotel would seem to me quite reasonable in the circumstances.


  • Savvy_Sue
    Savvy_Sue Posts: 47,308 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Is it possible that pension 1 also had an element of life insurance with it, which will not pay out for certain causes of death? Also wondering if a succinct letter from a solicitor along the lines of xylophone's point that their stance does not seem to be reasonable would be money well spent? 

    With pension 2, if you suspect that the beneficiary may be deceased, would a letter to them stating that fact be useful? "Would you be able to confirm whether or not the beneficiary is the late Mrs X?"
    Signature removed for peace of mind
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