Probate on line

Dad passed in February, mirror wills so everything passed to Mum and there was a variety of joint accounts and one ISA in Dads name worth 48K. The ISA company want grant of probate. (I’ve established there is no inheritance tax to pay).

I’ve started the process of applying for probate on-line on behalf of 3 executors; Me, Mum and my brother. It’s asking for email & mobile for all of us, Mum doesn’t have a mobile so computer won’t let me progress any further. Do I have to do the whole thing via post?

In reality I’ll be answering all questions/completing forms etc on her behalf as she’s 90 with limited hearing/sight. She has recently been diagnosed with vascular dementia but certainly understands money etc so it feels wrong to state she’s incapable and get the GP to sign to say she’s incapable but is that the easiest route?
Any advice gratefully received
Many thanks

Comments

  • Keep_pedalling
    Keep_pedalling Posts: 20,251 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    If you are doing this just to release the money you mother and brother can reserve their powers and you can do this alone. 
  • JGB1955
    JGB1955 Posts: 3,806 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    The easiest route might be for her to 'reserve' her powers. See - 

     Applying for probate: If there’s a will - GOV.UK (www.gov.uk)

    "If more than one executor is named in the will, you can choose not to apply now but reserve the right to apply later. This is known as holding ‘power reserved’.

    Tell the person who’s making the probate application that you’re holding power reserved. You need to do this in writing."


    #2 Saving for Christmas 2024 - £1 a day challenge. £325 of £366
  • Savvy_Sue
    Savvy_Sue Posts: 47,150 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Will it accept one mobile number or email address in multiple fields?
    Signature removed for peace of mind
  • bunnygo
    bunnygo Posts: 159 Forumite
    Ninth Anniversary 100 Posts Name Dropper Combo Breaker
    just repeat your mobile number.
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