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Will Trust Beneficiary 18 soon doesn't have bank account (yet)

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  • boingy
    boingy Posts: 1,920 Forumite
    1,000 Posts Second Anniversary Name Dropper
    This was all resolved after a being shifted around to various Barclays branches which seemed to specialise in different aspects of the Will Trust closure. In short, the inheritance was transferred to the beneficiary's newly opened account as per the terms of the Will Trust. As I have said before, what the benficiary does with the money is entirely her business and beyond my remit as Trustee.......and also allowed me to avoid accusations of attempting to influence the benfieciary in any way. And yes......her family really are so obnoxious that they would complain if I tried to steer her in seeking advice on how to invest the money. I can't say my departed friend didn't warn me. Really sad. Anyway, I enjoyed a large single malt afterwards. Thanks for the advice / comments.
    I think you've done the best you could and your good friend would be proud of your efforts (and it sounds like he knew what you would be facing!)

    Don't be shy of having a second glass of that malt.  :)
  • madbadrob
    madbadrob Posts: 1,490 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    It would seem my last reply came after yours saying you had managed to atisfy your own worries etc.  I am glad that sense as prevailed and you can now sleep knowing you have done what your friend had asked of you and in the way he trusted you to do it.  Have that drink, remember your friend in the way you knew him when alive and thank him with a punch on the nose for the hassle he left you when you both finally meet again ;)

    Rob
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