Thank you for your reply.
I was joint tenants with Bronia for the last 2 months before her death this April. The flat was valued two days ago at £250,000. There is also £11,000 in the solicitor's bank account that Lloyds released to him without probate. Within the last 7 years Bronia made gifts of total of £25,000. She did not pay me rent.
1. Is the estate inventory needs to be done by solicitor in this case?
2. What is "the paperwork that dealt with the transfer of ownership" that solicitor wants? Because we just got AP1 and TR1 forms from Land Registry, filled them in ourselves following instruction from Land Registry Helpline, went to a different solicitor for filling in and checking ID forms and sent everything to Land Registry. Then I got paper from Land Registry saying it's been done. I have no other paperwork. What do you think is he talking about?
Thank you very much, really helpful.
1. I was wondering, is it normal practice for a solicitor to approach the bank without me, main Executor been informed or present?
2. Can I make this inventory myself in order to minimize the hours the solicitor is going to pay himself for out of the client's account into which he got Bronia's money?
The problem was, he very actively promoted himself to be a second Executor, we were not even going to have second one. Bronia particularly was against it. When asked of two occasions, how much it will cost, he said, I quote, "Oh, it will cost nothing. Solicitors are not allowed to benefit from the Will. We are a third, non-beneficiary party". Me and Bronia, being non-native British, believed him. The translator for Bronia was present. Translator confirmed in writing what I just told you and that no prices per hour or whatsoever was discussed. Now he is telling me he is anticipating 10-15 hours work at £210 per hour.
I am not a greedy person and I like to reward people for their work. But he just lied and I feel very bad about this situation. Bronia wrote about 10 wills in her lifetime, she died at 93, and I checked in non of them the solicitor was an Executor. If she knew she had to pay him after her death, she would just get another solicitor. She was very stingy, God rest her soul. What would be your advise I should do?
I am quite capable of doing all that is needed to be done myself, I think.
I talked to Probate office and government Tax Helpline. Based on the information I provided, they said, they do not need any paperwork from Executors.
1.So when this solicitor makes this Inventory, who he is going to send it to?
2. If he is going just to keep it in his locker, and all the information for the Inventory is provided by me, why should I pay him for that?
Excuse me, please, a little bit of misunderstanding;
Probate told me they do not expect any papers from us, and the Tax people said the same. So who will be interested in the inventory?
Me - not. Solicitor - don't know. I spoke to the Probate office to which the paperwork for Probate is sent in our area. They said, as the funds been released by the bank already, they don't need anything. Tax people grilled me about the price of flat, gifts over £3000 in the last 7 years and amount left by Bronia and said that I don't need to feel any forms.
As you said, the solicitor is entitled to be paid as solicitor, not Executor. According to the Will, he is an Executor. Nobody hired him as solicitor. So how come now we have to pay him?