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Probate Advice #1525312
12/02/2015 09:26
12/02/2015 09:26
Joined: Jun 2008
Posts: 1,306
Kent, South East
Cooperman Offline OP
Former Club Membership Secretary
Cooperman  Offline OP
Former Club Membership Secretary
My job on the forum

Joined: Jun 2008
Posts: 1,306
Kent, South East
Having been named as executor in my fatther in laws will I have the task of dealing with probate application etc and although the guidance notes seem clear enough I was wondering if any of you chaps who have been through the process have any advice for anyone facing this task?
Luckily the value of the estate is below the IHT threshold.


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Re: Probate Advice [Re: Cooperman] #1525323
12/02/2015 10:24
12/02/2015 10:24
Joined: Dec 2005
Posts: 33,565
Berlin
barnacle Offline
Club Member 18 - ex-Minister without Portfolio
barnacle  Offline
Club Member 18 - ex-Minister without Portfolio
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Joined: Dec 2005
Posts: 33,565
Berlin
I've been through it but too long ago to be relevant, I'm afraid. As I recall there wasn't a lot to it apart from identifying and valuing all the estate, making sure it was distributed correctly, and swearing to this effect to a commissioner for oaths. I think he had to lend me some gold coins so that I could give them to him to make it legal, or something.


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Re: Probate Advice [Re: barnacle] #1525368
12/02/2015 14:41
12/02/2015 14:41

J
Jonny
Unregistered
Jonny
Unregistered
J



I did it a few years ago for my Uncle. We have 70 different investments to sort out shocked

No real advice either to be honest, other than take your time and the Probate office are really helpful.

Re: Probate Advice [Re: Cooperman] #1525372
12/02/2015 15:02
12/02/2015 15:02
Joined: Mar 2007
Posts: 16,819
Auld Reekie
Edinburgh Offline
Club President, member225
Edinburgh  Offline
Club President, member225
Forum veteran

Joined: Mar 2007
Posts: 16,819
Auld Reekie
Yes. Request half a dozen authentic copies of the probate document to be issued at the same time as the original. Many organisations won't accept photocopies.

When you do release one take a note of where you've sent it and get them to send it back wherever possible. The number of copies will depend how many organisations you have to deal with but I found 6 covered it and it was worth it even though they charge for each one.

Otherwise just patience, endless patience!


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Re: Probate Advice [Re: Cooperman] #1525418
12/02/2015 18:34
12/02/2015 18:34
Joined: Jun 2008
Posts: 1,306
Kent, South East
Cooperman Offline OP
Former Club Membership Secretary
Cooperman  Offline OP
Former Club Membership Secretary
My job on the forum

Joined: Jun 2008
Posts: 1,306
Kent, South East
Thanks all, I think it will be a bit frustrating but as you say patience will be needed for sure.


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