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Beneficiaries notification and Data Protection address detail within Will

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  • Beneficiaries notification and Data Protection address detail within Will

    My wife's elderly uncle as just been brought into the 21st century and been guided into having a professional Will written rather than the previous 'on the back of an old envelope'.
    The old uncle as two surviving siblings, my wife's mum and an auntie. I've been verbally told by the auntie, who's family are the main beneficiaries and the instigators of organising a home visit of a solicitor to the old uncle, that the estate is being split between 15 nephew and nieces (£2,000 each), my wife's mum (£5,000) with the remnants including the house being left to the auntie and then onto her three children should the old uncle outlive the auntie (that's families for you).
    My understanding is that with the Will now being written in a legal binding format, all of the beneficiaries names and addresses have to be entered onto the Will. With that said, do the beneficiaries have to be notified at this stage that they are intended beneficiaries? As a side thought, in this age of Data protection, are the beneficiaries addresses allowed to be notified without their permission. Trivial I know, but just wondering how the Data protection is viewed in this instance.
    Tags: None

  • #2
    Q1. No.

    Q2. The point is that intended beneficiaries should be identified with sufficient clarity to enable them to be identified with certainty when the time comes.

    I don't see a significant data protection concern. Does this, on the ICO website, help? https://ico.org.uk/for-the-public/do...nt/#legitimate
    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 this: https://www.judiciary.uk/wp-content/..._in_Person.pdf

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