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PROBATE QUERY

DJHILTON1971
DJHILTON1971 Posts: 9 Forumite
Eighth Anniversary First Post Combo Breaker
edited 13 March 2024 at 11:02AM in Deaths, funerals & probate
Co-op Legal Services are dealing with my late father's estate and obtained the Grant of Probate in December 2023 (as my father left a will).

They first approached me in August 2023 (as I used Co-op Funeralcare for his funeral), shortly after his death in late July and listed what bank and savings accounts he had which were with TSB, NS&I & M&S Money.

Got an email last month stating that they received the monies from NS&I & M&S Money, but went on to state 'they could not find accounts with Lloyds Bank'. I replied and stated he had accounts with TSB and not Lloyds Bank (maybe some people are still referring to Lloyds TSB?).

A couple of weeks ago, I sent statements dated a few months before his death as proof to Co-op Legal Services he had those accounts and currently awaiting to hear from TSB. He had around just over £40k in a current account, cash ISA and easy saver account combined with TSB.

Could this put the probate in jeopardy or can this be easily sorted out?

Comments

  • Keep_pedalling
    Keep_pedalling Posts: 21,019 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    It sounds like they already have probate so that is done and dusted. If the numbers are wrong that is only important if it would impact IHT.
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