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Unsure what to do RE: beneficiary/will

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Comments

  • Marcon
    Marcon Posts: 15,870 Forumite
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    kazwookie said:
    In a nice way just ask them if they can email you over a copy of the WILL, also ask them to confirm if you are to benefit.

    At the same time ask if there is anything you can do to help.
    Executors don't normally start dishing out copies of wills which have yet to go to probate, so don't be surprised if they decline. Being a beneficiary, or believing you might be, doesn't give you a right to see the will before then. many executors wouldn't contact a beneficiary until probate has been granted and they are ready to distribute the assets - and there can be a long gap between the two events, for good reasons. Telling beneficiaries early in the process can mean that the poor old executors are hounded mercilessly until they are in a position to pay up!

    Just asking if you are a beneficiary may be the more appropriate (and thus successful) route to go.
    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
  • kazwookie
    kazwookie Posts: 14,350 Forumite
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    Marcon said:
    kazwookie said:
    In a nice way just ask them if they can email you over a copy of the WILL, also ask them to confirm if you are to benefit.

    At the same time ask if there is anything you can do to help.
    Executors don't normally start dishing out copies of wills which have yet to go to probate, so don't be surprised if they decline. Being a beneficiary, or believing you might be, doesn't give you a right to see the will before then. many executors wouldn't contact a beneficiary until probate has been granted and they are ready to distribute the assets - and there can be a long gap between the two events, for good reasons. Telling beneficiaries early in the process can mean that the poor old executors are hounded mercilessly until they are in a position to pay up!

    Just asking if you are a beneficiary may be the more appropriate (and thus successful) route to go.

    I beg to differ with you, my later father's solicitor did email me a copy of the WILL over, about 2 weeks after his death.
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  • TELLIT01
    TELLIT01 Posts: 18,585 Forumite
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    When my brother died, with the exception of one small bequest, I was the sole beneficiary.  It still took nearly 6 months for the solicitor to finalise things.  Just one company being slow to respond can put the brakes on the whole thing.
  • Mojisola
    Mojisola Posts: 35,574 Forumite
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    edited 6 January 2022 at 6:39PM
    kazwookie said:
    Marcon said:
    Executors don't normally start dishing out copies of wills
    I beg to differ with you, my later father's solicitor did email me a copy of the WILL over, about 2 weeks after his death.
    Your father's executor may have done but it's far from normal.

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