Probate Completed for 12 Beneficiaries in UK and Canada
A Probate Case Study - Client Situation
Mr L sadly lost his Uncle and had been appointed as Executor of his Uncle’s Will, therefore he was left with the responsibility of dealing with his Uncle’s Estate.
The Estate was valued at £300,000 with some assets overseas. His Uncle had also named many Beneficiaries in his Will.
As there was a lot of sort out, Mr L got in touch with our Probate Solicitors, instructing us to complete the full Estate administration, which we happily agreed to.
How We Helped
We began with notifying the relevant organisations about the death of Mr L’s Uncle, such as HM Revenue and Customs, utility providers and banks.
As most banks request a Grant of Probate before releasing any funds and closing an account, we began the Probate application process, keeping Mr L informed every step of the way.
Dealing with the distribution of the Estate was challenging, as there were 12 Beneficiaries named in the Will, including charities, a university and several individuals. Three of these institutions were located in Canada, so this added an extra challenge when it came to communication and sending documents.
Some of the Beneficiaries had also lost mental capacity, so our Probate Solicitors had to be patient and take extra care when communicating with them.
We also had trouble locating one Beneficiary who had been left the largest share, but after some investigation, our Probate Solicitors managed to locate them. Meanwhile some of the other Beneficiaries were located in Canada.
This created some difficulty for our Probate Solicitors who had to comply with the requirements for each Beneficiary to meet their best interests, while dealing with cross-border restrictions. There were also certain jurisdictions to follow when working with the charities who had been named in the Will.
As communication was challenging with the Beneficiaries living overseas in Canada, many of them requested more detailed information and documents. Our Probate Solicitors kept in regular contact with each Beneficiary to make sure that they were happy and had all the information they needed.
We continued to work closely with Mr L, creating a strategy to help us make sure that we complied with all requirements and compliance.
Once we’d managed to identify and contact all the beneficiaries, and the Grant of Probate was granted, we could start distributing the Estate according to the Will.
We’re pleased that we could take some of the pressure of Mr L and help him fulfil his Uncle’s wishes.
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Simpson Millar Solicitors are a national law firm with over 500 staff and offices in Bristol, Cardiff, Lancaster, Leeds, Liverpool, London and Manchester.