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Distributing estate to a beneficiary - Request for paperwork

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  • Marcon
    Marcon Posts: 15,055 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    hobbsy83 said:
    TBagpuss said:
    Did you use a solicitor at all?
    IF you didn't, it's not reasonable to expect you to instruct one and they probably couldn't produce a letter anyway as they wouldn't have first hand knowledge.

    In which case a brief letter confirming that you did not instruct a solicitor in the administration of the estate so are unable to provide a letter from a solicitor but can confirm in your capacity of administrator that the the sum of £xxx was paid to his account [details] on [date] and the funds were his inheritance following the death of his mother, grant of probate showing you as the named administrator attached.

    We used a solicitor, but only to obtain the grant of letters/probate. It was a fixed fee service that only included prepping the paperwork for the application.

    It was a really simple estate to deal with so I didn’t feel the need to get someone to distribute the estate on our behalf. 
    You sound as if you've done everything you should, and in an open manner, so please don't feel any need to defend yourself or anything you've done/not done. It could be that your brother was simply wrong-footed if (as I suspect) his bank queried the source of the payment - and may be holding back access to the cash until they are satisfied of its origins.


    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
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