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Substitute Executor

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  • Substitute Executor

    Hi all, my first post on the forum

    Hopefully a simple question with a simple answer, but I've had a really good search online and still can't find the solution!

    My father passed away recently, and my (still living) mother is the executor of his will.

    I know that the will states that if she does not have capacity to be executor, or had also passed away, then I am named to act as the executor instead (I believe the term for this is "substitute executor" - please correct me if I am wrong!)

    So my question is - do I (as a "substitute executor") currently have the legal right to see the will? Or would only my mother have the right to see it, as the nominated "executor"?

    Any advice gratefully received!
    Tags: None

  • #2
    Have you asked? Do you know who holds the Will? Does your mother have capacity to act as executor?
    Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

    Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

    Comment


    • #3
      As long as your mother has capacity, then as the executor, she is appointed to deal with everything to do with the Will.

      An executor has no obligation to show the Will or n letter of wishes if there is one, to anyone.

      As the 'son'. have to spoken with your mother about this or are you estranged from the family?

      Comment


      • #4
        And isn't the likelihood that your mother is the major beneficiary of your father's estate?
        Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

        Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

        Comment


        • #5
          Originally posted by atticus View Post
          Have you asked? Do you know who holds the Will? Does your mother have capacity to act as executor?
          Thank you Atticus for your reponse. The will is held by a solicitor, and my mother has a copy in her safe. I have seen the first pages, detailing the position with executors as per my original post, but she has refused to show me the final page (which I suspect is something that specifically relates to me). At present, yes, my mother has capacity.

          The will reads:

          I (my father's name) of (my parents' address) revoke all last wills and declare this to be my last will.

          1. I appoint as my executor my wife (my mother's name) of (my parents' address) but if she is unable or unwilling to act or if she dies before proving my Will I appoint as my executor:

          My son (my name) of (my address)

          So - does that mean I am not currently an executor, and therefore don't have the right to see the will in full?
          Last edited by Ian101b; 26th June 2022, 10:34:AM.

          Comment


          • #6
            Then she has the right to obtain a grant of Probate. If nothing else, at that stage you will be able to obtain a copy of the grant and Will from the Probate Registry.
            Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

            Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

            Comment


            • #7
              It means that you are not currently an executor, and have the right to see the will only when you become one, or it is admitted to probate.

              Comment


              • #8
                I see the OP added loads after my last reply. He could have written a new post.
                Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

                Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

                Comment


                • #9
                  I suppose that an action to be appointed executpor of the will on the basis that she is unwilling to act may be possible. I cannot see how that could be established very easily; particularly if the testator died only recently.

                  Probates can take many months. From the outside everything looks much simpler.

                  Comment


                  • #10
                    Have you discussed this with your mother?
                    Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

                    Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

                    Comment

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