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Probate help urgently needed

31 replies

spacecat · 08/05/2021 13:36

Are there are legal people (particularly those in probate) that could help with understanding my fathers will? What dues the following mean:
'I give my said daughters xxx and xxx jointly or to the survivor of them all my estate and interest in the freehold property known as xxx'
Does this mean we are entitled to our dads share in his property, or also his shares, money in bank, pension etc? Would be so grateful for any help, as a family member has interpreted it differently to my sister and I.
Thanks
Jane

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EuroTrashed · 08/05/2021 14:42

Your mum owns the house automatically and it doesn’t fall into the estate if it was jointly owned. Everything else that’s owned by him is to you and your sister. Entitlements under death in service / some life policies do not form estate and are paid out at the discretion of the trustees who usually follow the deceased’s statement of intent. Maybe that’s what your mother is talking about? Shares held by your dad, sole bank accounts and IsAs etc are estate / joint accounts are immediately owned by the other joint holder and are not estate. (Also the point about a deceased sister’s children getting it is wrong; it very clearly says that had one of the sisters died before home, the survivor of the two got the lot.)

spacecat · 08/05/2021 15:07

Yes please Bamski to me sending you a copy of the will. Not great with mums net though - what's the easiest way of getting it to you?

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spacecat · 08/05/2021 15:11

My dad owned the shares in his sole name and was very direct as to who he wanted the shares to go to (my sister and I). The house is the easier part as my sister and I are already on the land registry as owning a quarter each. It's the shares and money in his sole bank accounts we're not sure on. Our mum has been so secretive about it all that's it been very odd. The reason we are questioning it is because my dad clearly told us both he wanted us to have everything and my mum not to (she's not a nice person unfortunately).

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EuroTrashed · 08/05/2021 15:24

I wonder why on earth he named her as executor in that case? Bamako may be able to give you some good ways around preventing her from diverting the cash / income from anything else away from you if you really think she won’t distribute it properly (as executor, the banks etc will distribute to her. You as beneficiaries are then reliant upon her distributing correctly which it sounds like she’s not keen to do)

EuroTrashed · 08/05/2021 15:25

Pa - sorry - I’m really sorry that you Amd your sister have this to deal with. I am going through very similar with a sibling right now and it’s a horrible addition to grieving

spacecat · 08/05/2021 15:35

Thanks eurotrashed and sorry to hear that you're going through it too. Keep strong.

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