I am Executor to a Catholic priest who died on 21st March leaving a large estate (house is on the market) which he inherited. Total I would estimate at around £500,000, maybe more. The Will is simple in that he has left almost everything to 4 charities with a total of £8,000 to a nephew, niece and friends, £1,000 each. I am doing the work, including applying for probate, myself so may need advice/help from time to time. What I need to know now is: when do I send a copy of the Will to the beneficiaries and what do I write in the letter enclosing the Will? Thanks Sue Oakley
That is most helpful. Could you just tell me who the " Residuary beneficiaries" are as opposed to the "other beneficiaries?" There are 4 charities receiving most of the estate, then 1 nephew, 1 neice, myself as sole executor, and 5 friends .. but none of these receiving more than £2,000 each.
That's great. Thank you for your time and expertise. If I need help at a later stage in the process can I ask for you specifically?
Yes, I did leave you feedback and a rating. But if it was not received Iam happy to re-do it. Thank you for your help and I will call on you againwhen I need to.