Deed of Variation / Joint Accounts

poseidon1

https://forums.moneysavingexpert.com/discussion/comment/82007171#Comment_82007171

Bridging document is not a technical term, I used it more as a colloquial description of what you need to do to get from the present position of a property held in an unadministered intestate estate to the property in your brother's legal ownership via your mother's gift.

It is the precise wording and recital of the deed of gift which is important to track what is happening here, and probably best drafted by a solicitor rather than trying to customise documents you randomly find on the internet.

Some aspects of estate administration and restructuring are best left to professionals, a deed of gift for what the family want to achieve seems to be one of them.

Osh3may

Yes, absolutely. My brother receiving the house is his idea, so I have advised him he needs to get the deed of gift drawn up which you really do need for property I understand and sort out with LR for the transfer. A monetary gift to me appears far simpler.

Probate is virtually finished, all that's left is registering my mums house as her main residence first time registered in her name which can take several months, then the monetary and property gift from my mum to us 2. It was a fairly simple one I think.