We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Solicitor asking for previous will

Hi,  Thanks in advance for any comments suggestions.
Solicitor firm 'A' has drawn up a new will, to replace one originally drawn up by firm 'B'.  The main changes are removal of the spouse, who died, and to assign new executors.
All is good with the new will, signed & witnessed, and returned to the solicitor and invoice paid.
Now 7 weeks after signing, firm 'A' is asking for the location of the previous will and should they request it from firm 'B'?
So I'm wondering what plausible reasons to be asking for this and if it's usual practise?


Comments

  • In a small number of cases having two wills in existence causes problems so best practice would be the recovery destruction of the old will. You could of cause do this yourself.
  • user1977
    user1977 Posts: 19,208 Forumite
    10,000 Posts Seventh Anniversary Photogenic Name Dropper
    If nothing else it will also save firm B from having to look after the old WIll to infinity.
  • pjs493
    pjs493 Posts: 576 Forumite
    500 Posts First Anniversary Name Dropper
    I recently wrote a new Will following the death of my husband last year. I sent an email to the previous firm and informed them that I had written a new Will and it was being held by Solicitor Firm X. They were aware of my husband's death as I requested his original Will from them following his death so I suspect they were expecting me to write a new Will at some point. I've not had a response yet as to what they have done i.e. kept the old Will but noted a new one is with Firm X, or destroyed the original.
  • Marcon
    Marcon Posts: 15,613 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    Oldwonam said:
    Hi,  Thanks in advance for any comments suggestions.
    Solicitor firm 'A' has drawn up a new will, to replace one originally drawn up by firm 'B'.  The main changes are removal of the spouse, who died, and to assign new executors.
    All is good with the new will, signed & witnessed, and returned to the solicitor and invoice paid.
    Now 7 weeks after signing, firm 'A' is asking for the location of the previous will and should they request it from firm 'B'?
    So I'm wondering what plausible reasons to be asking for this and if it's usual practise?


    Firm A is doing its job properly! They are trying to ensure that only one will (the most recent one) remains in existence, to ensure there is no possibility that the 'wrong' one could be brought into play when the testator dies.
    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
  • Thanks for the replies.  It makes sense.
    I see no reason to have the old will transferred to the new solicitor.
    So I think the best thing is to retrieve the original will from the old solicitor and then keep it as a personal copy marked superceded, or simply destroy it, and tell the new solicitor it's been dealt with.
  • pjs493
    pjs493 Posts: 576 Forumite
    500 Posts First Anniversary Name Dropper
    Oldwonam said:
    Thanks for the replies.  It makes sense.
    I see no reason to have the old will transferred to the new solicitor.
    So I think the best thing is to retrieve the original will from the old solicitor and then keep it as a personal copy marked superceded, or simply destroy it, and tell the new solicitor it's been dealt with.
    Yes. Following on from my comment above, the firm who held my old Will called me yesterday to confirm they’d put it in the post so I could do with as I saw fit. 
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 353.6K Banking & Borrowing
  • 254.2K Reduce Debt & Boost Income
  • 455.1K Spending & Discounts
  • 246.7K Work, Benefits & Business
  • 603K Mortgages, Homes & Bills
  • 178.1K Life & Family
  • 260.7K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.