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  2. Suitable wording for letter from Executor to Beneficiaries

    Apr 10, 2018 · Your letter to the residual beneficiaries should similarly confirm that the payment is from the Estate of xxx. I would be tempted to include a brief statement of account to confirm …

  3. Example text for letter to beneficiaries - MoneySavingExpert Forum

    May 20, 2013 · There are a number of cousins that have been left money and the solicitor that DH and the other executor saw when they got the will etc advised them that they should write to all …

  4. Letter to beneficiaries — MoneySavingExpert Forum

    Mar 9, 2022 · Nobody else is entitled to sight of the estate accounts, nor do you as executor have to enter into correspondence about it. As commented above, don't ask them to sign something …

  5. What is acceptable wording for an executor release

    Jul 14, 2022 · Hello, I’m one of 3 equal share principal beneficiaries of my mother’s estate all named in the Will. After 5 years of a very rocky estate administration process, which has …

  6. Legal documents to give beneficiaries - MoneySavingExpert Forum

    Apr 15, 2016 · They are asking for 'legal documents' without specifying what exactly. Also, because I am family and a beneficiary too, they say they want me to hand executor duties to …

  7. Suitable wording for letter from Executor to Beneficiaries

    Apr 11, 2018 · Husband is aware he also has responsibilities as executor, his brother has effectively cheated the other beneficiaries of thousands (husband & our own son are the other …

  8. Executor - Letter to Financials — MoneySavingExpert Forum

    Dec 22, 2010 · Executor - Letter to Financials. idlebloke Posts: 18 Forumite. 22 December 2010 at 2:37PM in Savings ...

  9. letter of authority to get will — MoneySavingExpert Forum

    May 21, 2015 · OP, All you need to do is write a letter that authorises the solicitor to release the Will to you by name as joint-executor. At the same time get your sister to write to the solicitor …

  10. Received cheque from executor — MoneySavingExpert Forum

    Nov 5, 2019 · But before spending money on solicitors, you could send a Letter before Action to the Executors requesting: 1. Copy of the Will 2. Copy of the Estate Accounts and stating that …

  11. Estate Accounts Template — MoneySavingExpert Forum

    Apr 27, 2019 · As YM99 says, only residual beneficiaries are entitled to see them. In the interest of openess we did send ours a copy of the spreadsheet occasionally as we went along. When …

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