Lost assets 27 years after probate
Discussion
When my grandmother died some 27 years ago, my mother did probate herself in a DIY fashion. I'm not sure why, she didn't involve a solicitor.
It's a tragic story, grandfather died aged 38 and grandmother aged 46.
My mother believes because she did probate herself and without experience, she in hindsight may have missed assets she didn't know about such as pensions, stocks and shares, her dads pensions that may have transferred to her mother when he died. She knows death insurance was paid to her mother when he died, and grandmother liked to trade stocks in the 80s/90s but never found any paperwork for them.
How would one go about tracing 'lost assets' long after probate has finished?
Thanks in advance.
It's a tragic story, grandfather died aged 38 and grandmother aged 46.
My mother believes because she did probate herself and without experience, she in hindsight may have missed assets she didn't know about such as pensions, stocks and shares, her dads pensions that may have transferred to her mother when he died. She knows death insurance was paid to her mother when he died, and grandmother liked to trade stocks in the 80s/90s but never found any paperwork for them.
How would one go about tracing 'lost assets' long after probate has finished?
Thanks in advance.
After that length of time as long as you are happy to spend some time in front of a computer it will still be a challenge !
There are various share registrars operating with the likes of Equiniti and Computershare being the main ones and Capita as well I think.
Obviously if your Mum doesn't either recall post deaths receiving any correspondence or indeed physically and subsequently receiving any share dividends or notifications then you will need full details of the grandparents to give the registrar's but either way good luck .
My lost account is often suggested as good way in which to trace lost bank accounts but from personal experience whilst useful it isn't necessarily 100% correct.
I had to trace a relatives money after being made an LPA and without some clues ( bank cards ) and physically finding a couple of old uncashed share dividend cheques would have struggled.
There are various share registrars operating with the likes of Equiniti and Computershare being the main ones and Capita as well I think.
Obviously if your Mum doesn't either recall post deaths receiving any correspondence or indeed physically and subsequently receiving any share dividends or notifications then you will need full details of the grandparents to give the registrar's but either way good luck .
My lost account is often suggested as good way in which to trace lost bank accounts but from personal experience whilst useful it isn't necessarily 100% correct.
I had to trace a relatives money after being made an LPA and without some clues ( bank cards ) and physically finding a couple of old uncashed share dividend cheques would have struggled.
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