Deaths, Funerals & Probate

A question about : Free and Cheap Wills discussion area

This thread is to discuss the Free and Cheap Wills guide

Just click reply to discuss

A question about : Distributing monies from estate

Hello - as executor of a will I am about ready to distribute the proceeds of the estate (such as it is, nothing major) to the beneficiaries (who are family members).

Simple question really, I think, which is - do I need to do anything by way of them signing to acknowledge receipt of the proceeds or anything?? I believe there is unconditional trust between us and don't envisage that changing however really don't know whether I ought to be doing the above?

A question about : Beneficiaries of a will

By law, are the beneficiaries of a Will required to approve the final accounts of the estate?
The solicitor dealing with a relative's Will is asking us to approve her final figures (and itemised information) before wrapping up the estate.
Thank you.

A question about : WillAid November

Not sure if this is posted elsewhere but I thought here might be a good place for it. Willaid in November is a good opportunity to get on with making a Will if it is something you have been putting off, and at the same time the solicitor donates the fee to charity.

Oops, can't post a link because i am new, so please google Willaid

A question about : bank account closed without probate

ive just found out my late Dads bank account was emptied and closed by my step brother, see other thread for more info. the bank said he essentially just got a form signed by himself and a solicitor to say he was the executor, which its looking likely he was not. they have said that as far as they are concerned he met the criteria needed to close the account.

A question about : Household Services after Death

One of those questions of scale really, as I get ever closer to embarking on the IHT400... Do HMRC expect you to account for the relative debit/credit positions of services at date of death - council tax, water, gas, electric, motor insurance, car tax blah blah blah etc?

I probably can... but it's a lot of faffing about if I don't need to!

A question about : Including beneficiary with mental health difficulties in a will

This may not be the correct board for this question. Please move it if a different board is more appropriate.

I live in Scotland. Inheritance tax will not be an issue.

My husband and I have mirror wills, leaving everything to each other and then equally to our three adult children should we die together. Two of our children are named as executors. The third one has serious mental health and occasional substance abuse difficulties.

A question about : Husband's aunt was the executor

My husband's uncle died in 2010 he was unmarried and left one brother (in a home with dementia) and two sisters (my husband's mum and his aunt).