Do it yourself!

Discussion in 'Legal and financial issues' started by netsy22, Jun 11, 2018.

  1. netsy22

    netsy22 Registered User

    Oct 31, 2015
    257
    4 months since my mum died, I have finally received the remainder of mum's money and distributed it to the family members concerned. I have done all of it without resorting to a solicitor, from claiming attendance allowance to selling mum's flat, applying for LPAs, applying for probate, all of which involved hours of form filling, time and problem solving.
    Mum's estate was not very large and there was no inheritance tax to pay. I had ben in control of her finances for 3 years so I knew exactly what she had, so it was all relatively easy.
    I would recommend doing it yourself if you have time, but if you have a more complex estate to deal with it may not be possible. I am actually quite pleased with myself!
     
  2. Normaleila

    Normaleila Registered User

    Jun 4, 2016
    411
    Hi netsy22. So you should be! You've done a great job. I know how much work is involved, even though I haven't yet got to the probate part. My aunt chose to have her solicitor as executor so that is out of my hands - but I'll have everything up to date and ready to hand over.
     
  3. love.dad.but..

    love.dad.but.. Registered User

    Jan 16, 2014
    3,275
    Kent
    Over a year since dad died and all estate matters were finalised around 6 months later. I too feel pleased that I was able to handle all those processes and forms including selling dad's house whilst he was in care. Dad's affairs and probate were also straightforward ...our parents would be proud of us bringing everything to a satisfsctory conclusion in a timely manner. I too would urge anyone to have a go..LPAs AA probate etc..good guidance notes if you take your time.
     
  4. Saffie

    Saffie Registered User

    Mar 26, 2011
    22,367
    Female
    Near Southampton
    Well done - but do be aware of the Terms and Conditions of TP.

    “ 3.11 Posts discouraging members from seeking relevant professional advice (legal, medical or otherwise) are not permitted“.

    Just a friendly word of warning.
     
  5. Jezzer

    Jezzer Registered User

    Jun 12, 2016
    863
    Female
    Hi @Saffie
     
  6. Jezzer

    Jezzer Registered User

    Jun 12, 2016
    863
    Female
    Whoops sorry! Been searching but can't find T&Cs! Embarrassing! Could you point me in the right direction please? Many Thanks!
     
  7. Jezzer

    Jezzer Registered User

    Jun 12, 2016
    863
    Female
    Sorry @Saffie - found them!!! Doh.
     
  8. Saffie

    Saffie Registered User

    Mar 26, 2011
    22,367
    Female
    Near Southampton
    #8 Saffie, Jun 13, 2018
    Last edited: Jun 13, 2018
    Hi, yes they are not as easily found as they were on the old site.
    @love.dad.but
    Hope you didn’t mind my pointing out that out.
    I was reprimanded some years ago when I mentioned doing something myself, hence my warning,
     
  9. Jezzer

    Jezzer Registered User

    Jun 12, 2016
    863
    Female
    Hi @Saffie Think your reply may have been for @love.dad.but. I was just browsing through threads and realised I'd never read the T&Cs so thought I should! Thanks so much & sorry for "jumping in". Best Wishes.
     
  10. Saffie

    Saffie Registered User

    Mar 26, 2011
    22,367
    Female
    Near Southampton
    Thanks and apologies. I should have checked back. Not jumping in at all.
    I’ve now amended the post.
     
  11. Jezzer

    Jezzer Registered User

    Jun 12, 2016
    863
    Female
    no apology necessary. Take care.
     
  12. love.dad.but..

    love.dad.but.. Registered User

    Jan 16, 2014
    3,275
    Kent
    No that's fine Saffie...I wasn't trying to discourage someone who will want to use professionals just point out that that these things can be completed DIY if wanted. Apologies if I have veered into unacceptable t and c and understand if you prefer to delete my post
     
  13. Saffie

    Saffie Registered User

    Mar 26, 2011
    22,367
    Female
    Near Southampton
    @love.dad.but..
    I know and I wasn’t either, it’s all in the interpretation!
    No worries, seems ok and it was only a gentle warning just in case.......!
     

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