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Addresses in will question.
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Rusty190
Posts: 210 Forumite


I've recently seen a solicitor/paralegal regarding a new will.
All discussed and new draft will has arrived today.
I'm surprised to see that there are no addresses listed for any of the beneficiaries, even though I supplied a typed, up to date list - it's just a list of names.
Is this satisfactory?
I would have thought it isn't as surely anyone could say "I'm Fred Smith and it was me she wanted to have that share, not my son Fred Smith".?
There's also some information about having to pay a fee (albeit very small) for an electronic I. D. check re:Proceeds of Crime Act 2002.
I don' t quite understand this either given that this firm of Solicitors updated my original Will in 2019 and I didn't have to do this then.
Could it be to do with the fact that under the 2019 will, the Solicitors were the named executors and under the new will they are not?
All discussed and new draft will has arrived today.
I'm surprised to see that there are no addresses listed for any of the beneficiaries, even though I supplied a typed, up to date list - it's just a list of names.
Is this satisfactory?
I would have thought it isn't as surely anyone could say "I'm Fred Smith and it was me she wanted to have that share, not my son Fred Smith".?
There's also some information about having to pay a fee (albeit very small) for an electronic I. D. check re:Proceeds of Crime Act 2002.
I don' t quite understand this either given that this firm of Solicitors updated my original Will in 2019 and I didn't have to do this then.
Could it be to do with the fact that under the 2019 will, the Solicitors were the named executors and under the new will they are not?
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Comments
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Addresses change so often and you wouldn't want someone contesting something because Fred Smith no longer lives at No 10, The High Street.
I do think it would be sensible to put at least some descriptor on the beneficiaries, so "my brother Fred Smith and also his son Freddie Smith."I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe, Old Style Money Saving and Pensions boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.
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Fred Smith may no longer live at no.10, The High Street, but there would be a record that he once did as opposed to Fred Smith, who has never lived there, surely?
My previous will, drawn up by the same firm of Solicitors, listed all the addresses.0 -
Rusty190 said:Fred Smith may no longer live at no.10, The High Street, but there would be a record that he once did as opposed to Fred Smith, who has never lived there, surely?
My previous will, drawn up by the same firm of Solicitors, listed all the addresses.0 -
Mine are listed as "Fred Smith born 1972" no addresses1
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Rusty190 said:There's also some information about having to pay a fee (albeit very small) for an electronic I. D. check re:Proceeds of Crime Act 2002.
I don' t quite understand this either given that this firm of Solicitors updated my original Will in 2019 and I didn't have to do this then.
Could it be to do with the fact that under the 2019 will, the Solicitors were the named executors and under the new will they are not?
I remember having to provide ID on my mother's death to an advisor I was using, despite me having consulted the same advisor a few years earlier on Dad's death. DH came with me for support as my co-executor could not, and DH had to provide ID too - even though he had no formal involvement!
Signature removed for peace of mind1 -
it's your will and you are paying them - tell them to put the addresses in.1
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Keep_pedalling said:Rusty190 said:Fred Smith may no longer live at no.10, The High Street, but there would be a record that he once did as opposed to Fred Smith, who has never lived there, surely?
My previous will, drawn up by the same firm of Solicitors, listed all the addresses.
12 beneficiaries - not all known to executors.
I'll sort it on Monday.
Thank you all.0 -
You will get a copy
Attach your own regularly updated address list
I also attach a list of assets , for example
Savings with X
ISA with Y
Pension provider Z
Having been an executor it makes life so much easierEx forum ambassador
Long term forum member0 -
Rusty190 said:Fred Smith may no longer live at no.10, The High Street, but there would be a record that he once did as opposed to Fred Smith, who has never lived there, surely?
My previous will, drawn up by the same firm of Solicitors, listed all the addresses.0 -
Browntoa said:You will get a copy
Attach your own regularly updated address list
I also attach a list of assets , for example
Savings with X
ISA with Y
Pension provider Z
Having been an executor it makes life so much easierSignature removed for peace of mind0
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