Probate and Letters of Administration

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TheFaQQer replied

13 April 2015, 08:32
Originally posted by MarillionFan View Post

I'm going to shortly help out as an executor for an estate. The estate is simple , just cash, no property and I don't think a solicitor will be needed.

I know I have to apply for forms are these the same Probate forms for HMRC and will this provide the necessary letters of recommendation needed for sending off to all the banks / companies. I also read I need to freeze all accounts, but open a new estate bank account. I assume that's done in your name as executor of a will and funds eventually transferred

Anyone any experience or tips?

Have a look online - there are some good resources out there. My parents did it a couple of years ago when my granddad died.

The bank account can be in the name of the executor - it could even be an existing bank account, as long as you keep it clear what money is yours and what's the estate. With my parents, mum cleared out an old HSBC account and then used that for all the money that came in. Then when it was all settled, she paid out from there to the beneficiaries.

Start here - Citizens Advice - Dealing with the financial affairs of someone who has died
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DimPrawn replied

13 April 2015, 08:15
Any Tips?

Don't leave important stuff like handling probate to a muddle headed simpleton?
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FatLazyContractor replied

13 April 2015, 07:48
Don't forget to carry a condom.

HTH
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minestrone replied

13 April 2015, 07:19
Originally posted by MarillionFan View Post

I'm going to shortly help out as an executor for an estate. The estate is simple , just cash, no property and I don't think a solicitor will be needed.

I know I have to apply for forms are these the same Probate forms for HMRC and will this provide the necessary letters of recommendation needed for sending off to all the banks / companies. I also read I need to freeze all accounts, but open a new estate bank account. I assume that's done in your name as executor of a will and funds eventually transferred

Anyone any experience or tips?

Take your begonias in during winter.
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MarillionFan started a topic Probate and Letters of Administration

13 April 2015, 07:18
Probate and Letters of Administration

I'm going to shortly help out as an executor for an estate. The estate is simple , just cash, no property and I don't think a solicitor will be needed.

I know I have to apply for forms are these the same Probate forms for HMRC and will this provide the necessary letters of recommendation needed for sending off to all the banks / companies. I also read I need to freeze all accounts, but open a new estate bank account. I assume that's done in your name as executor of a will and funds eventually transferred

Anyone any experience or tips?
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