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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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Property left in will
Hi, looking for advice please, I am the sole executor of my dad's house, I also inherit 1/3 of it. My 2 neices inherit 1/3 between them and my 3 nephews inherit the final 1/3 between them. I have had the property valued by 4 estate agents, the first said 200 - 210k, at which point I asked my nieces and nephews how much…
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Services for Digital Assets In Trusts? Is Bequest Good?
Hello, I am doing some end of life planning and I have some cryptocurrency as well as digital brokerage accounts that I would like to ideally put into a trust, but ultimately be able to pass onto my children. Im not sure how I can legally put these assets into a trust, but there is a service provider who claims they can do…
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Any Success stories? Everything finally sorted after family "go rogue"
Prompted by the many threads we see regarding the mishandling of estates, where individuals "go rogue" and don't handle the estate assets as they should ( in some cases out and out theft), I can't recall any threads whereby the aggrieved parties finally got everything sorted out as it should've been and recovered any legal…
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Dealing with a monetary trust via a probate. A solicitor is my trustee
Hello everyone I had a bad relationship with my late mother (wont go into detail but she was very abusive to me in my childhood and to a lesser degree into adolescence and beyond). My dad was the sole earner in my family. When he died, control of his assets passed to my mother who decided to seize this newly found…
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DIY Probate
Hi, just completed above online, absolute breeze ( I hope), about 60-90mins tops, I must stress it is a straight forward uncomplicated will, my wife being the only benificiary, the estate calculated just under IHT limit. Question I have are regarding the documents needed to be sent on, the request is for the original will…
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What happens upon death of spouse?
Father in Law (92) is in hospital - he may get better, but may not.Mother in Law (88) is still coping reasonably.They still live independently in their (owned) rambling 4 bedroom house as long as 'we' do the shopping and ferrying for them.They have a will in place and we have both LPA's for them both.I *think* that the…
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Executors not agreeing
What happens in the event if two executors are unable to agree on interpretation of part of will. there are only two executors. thank you
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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4 years on and still no closure
Hi a very long and upsetting matter, but I will attempt to explain in short and ask my question. Also when I say mum, this is in fact mother in law. Mum and her partner purchased a flat from local council many years ago. Council then carried out essential repairs, and as part of purchase agreement, owners were required to…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Probate: Is Trust part of the estate for IHT purposes Form IHT205 Question 4
My mother's brother formed a Discretionary Trust under his Will in March 2010, and he died in December 2010. As the primary beneficiary under that Trust, my mother lived in an apartment valued at £120,000 provided by the Discretionary Trust since her brother's death and until hospitalisation this year (about 13 years). The…
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C1 Confirmation without Estate
A pension company has contacted us saying a Lump Sum Death Benefit may be available on behalf of my late father. They have stated they require Confirmation for this process to be completed. They have said the sum is at the discretion of the Trustee and should not be viewed as part of my late fathers estate. With this being…
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Do i need to apply for probate?
My elderly Mum died in her carehome on sunday aged 91. She has savings in the Halifax, one fixed rate isa (1 yr) with £17500 in it, a current account with £930 in it and an instant saver with £950 in it . She also has about 696 Halifax shares with equiniti that arent worth a lot at the moment. I looked after Mum for three…
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Will Beneficiary
My father passed away last September, I lost contact with my father a few years ago, I have purchased a copy of his will from the gov webiste and I am listed as a beneficiary, I have contacted the company whom did the will to say I lost contact and have moved a few times, but not getting a reply. Do I need to just wait to…
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2 years since death of both parents and wills have not even been submitted for probate = Despair !
Ill try to condense 2 years+ and open this up for anyone that might have something they can suggest. Dad died Jun 21 - Mum died Feb 22. They were together 65+ years. Dad left money and property which went to Mum along with beneficiary splits between 4 siblings 49% 49% 1% 1% (I was a 1%). As Mum lived after Dad she…
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Form INT 411. Shares schedule
My dad used Hargreaves Lansdown and Barclay smart investor. on form INT411 do I list every single item on the list like Whitbread vodaphone etc. or do I just write, Barclays Smart investor 3000, total.
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What to do
Hi all My wife died suddenly last week and now the funeral is over I have to deal with her will. We reside in Northern Ireland. Her will names me as sole beneficiary, there is no property involved, only bank accounts, all of which are in joint names. Do I have to apply for anything like probate or is it a simple matter of…
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Executor Accounts & HMRC
While administering my late father's estate I found it difficult to set up special executor accounts and was told it wasn't necessary. I did set up an account with NS&I in my name and called it "Executor Account" in to which I transferred my father's NS&I accounts as they were closed. This account has subsequently accrued…
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Obtaining confirmation of death in Scotland without a will
I am trying to complete the admin required for conformation of death in Scotland without a will. I am at the stage where I need to apply for a bond of caution however, the insurance companies have told me that I have to do this through a solicitor and cannot apply for it myself. This is an unnecessary cost. Does anyone…
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Winding Up Estate and Accounts
Finally moving to apply for a probate for my mother's estate. She was the last surviving parent. Will was pretty much leave some money to a couple of charities and grandkids (oldest is 14) and residual to myself and my sister. She and I are the only kids and both exec though she has no interest in being one and I've…