Sunday, 25 January 2015

My mother recently died. She had no debt and her only financial assets are in 2 accounts which I co-owned with her, so I have complete acces...

Question

My mother recently died. She had no debt and her only financial assets are in 2 accounts which I co-owned with her, so I have complete access. My brother and I are the only surviving children and the will gives ecerything to us. I am named the executor.

It seems to us that all we need to do is split the money in the accounts equally. Why would we even need to probate the will?



Answer

I would not probate the will under those circumstances...and trust your brother agrees...



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