Will issues
Author
Discussion

pits

Original Poster:

6,704 posts

219 months

Friday 14th June 2019
quotequote all
Long story short.
Relative dies, has some money left to be left to certain people.
Executor of will has possibly (before death of said relative) put that sum of money into a trust, which I believe is more to benefit them.
Relative has been dead over a year now, certain things haven't been done as per the Will instructions, but they're not related to any of the money.

Issues are as such
No one named in the will have been contacted regarding it.
No one named in the will has seen a copy of the will
No one named in the will has been made aware of the trust.


How do I get a copy of the will? I can't go much further than that with regards to where the money is because I just don't know.

If the money has gone into a trust, how do the people named in the will get the money back out? Assuming it is in a trust, it wasn't really the wishes of the deceased party, more of a "sign these papers for your will" with no explanation as to what they were.


It's not a huge sum of money, I'm not overly bothered about it, it's for a few others named in the will, depending on how it works and if it creates money I'd keep mine in there, from what I understand if it, which isn't a lot until I get hold of the will.


Sidenote: executor of will has gone a little bit loopy.

jeremyc

28,131 posts

313 months

Friday 14th June 2019
quotequote all
pits said:
How do I get a copy of the will?
If probate has been granted then anyone can order a copy of the will online.

konark

1,238 posts

148 months

Friday 14th June 2019
quotequote all
You seem to know a lot about a will that no-one has seen.

If the money has been put in a trust then it's been taken outside the estate and belongs to the beneficiary of the trust.

GT03ROB

14,024 posts

250 months

Saturday 15th June 2019
quotequote all
konark said:
You seem to know a lot about a will that no-one has seen.
maybe he's the executor who has gone loopy?

tony wright

1,042 posts

279 months

Saturday 15th June 2019
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Probably just me, but if no ones seen the will how do they know their in it. Makes the three questions below a little confusing.

“certain things haven't been done as per the Will instructions”
“No one named in the will have been contacted regarding it”
“No one named in the will has seen a copy of the will”

Arnold Cunningham

4,573 posts

282 months

Monday 17th June 2019
quotequote all
The first response is good. Once probate has been completed, you can buy a copy of the will online.

Prior to that, there's no obligation for the details of the will to be shared with the beneficiaries, although IMVHO it is considered "good practice" to let people who've been named in the will, or might have reasonable expectation of being in the will, know.

There's lots of details about the responsibilities of an executor etc - just google it. However in worst case, you can apply to have an executor removed if you believe they are not administering the estate correctly - but this is court cases etc.

konark

1,238 posts

148 months

Monday 17th June 2019
quotequote all
Unless there is a house to sell or large amounts of money in accounts ( and its amazing how much some financial institutions will pay out just on sight of the death certificate) Probate may not be needed/

Arnold Cunningham

4,573 posts

282 months

Friday 21st June 2019
quotequote all
Yep, that's a fair point.