Lester Burnham
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Thank you Andy! Does anyone have a list of the statutory checks a solicitor managing an estate must conduct before disbursing monies to beneficiaries? For example, I know they are required to check the Insolvency Register for bankruptcy, DRO and IVA issues. What are the other checks they are legally obliged to conduct?
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Thanks HoneyBee Do those rules realistically come up for scrutiny during the handling of the estate? Or more specifically, would the solicitor handling the estate be compelled to ask questions regarding the benefit status of the transferee, along the same lines as being compelled to check the Insolvency Register? regards TL
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Hi All I am retired and in line for a six figure inheritance. Some of my benefits are means tested and I would like to pass over my entitlement to inherit to my adult children, with of course the permission of the other executors and beneficiaries. This matter is at the earliest stage, the application for probate is about to be made. Am I correct in thinking that as long as I don't make the mistake of taking the money and then passing it to the children then I am acting lawfully? Regards and Thanks TL
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