In July 2005
My older brother who was a probate clerk dealt with this thru the firm of solicitors where he was employed. He was always very cagey about the Trust and my mother never held any paperwork. We "had" to believe that he was acting legally.
The trustees were my mother and 2 solicitors from this law firm.
My brother told me yesterday that this was quite legal and explained at great waffly length, and I didn't understand him.
He was convicted of fraud whilst in a position of trust in April this year and received a 4 month sentence suspended for 12. I have never trusted him, hence my concerns.
The money in the Trust could have been recalled at any time, so should still be around, if it ever existed, but he says her house and assets minus the 275k are not above IT threshold - or half of her house and assets. I can't remember exactly what he said.
The paperwork is also held by the trustees. We have received an "explanation" of the Trust, plus copies of my father's will, Deed of Variation and Covenant.
They want us all to agree to payment up front for 5 hours' work to complete the winding down of the Trust.
I left a message with them yesterday asking if any money actually changed hands but they didn't answer. I also asked for full details of the cheques that were (supposedly) used in both transactions. They didn't reply and now will not answer my calls.
I am beginning to wonder if this firm might be as "dodgy" my brother.
Thank you for your expert advice. I shall certainly do as you suggested.