Continued…

Based on your advice

You feel a little shaken. The phone call had been unexpected. The call lasted a few moments but as with all bad news it felt a lot longer. The mind takes time to process the words, Samuel was dead.

Now his son Ben wants to talk about the next steps. He wants Melissa to move out of his Dad’s property so that it can be sold and the proceeds paid to him. There was an edge to his voice. You guessed the grief had taken its toll.


How did your original advice pay off?

Is it all as straight forward as it should be?


It all looks good… the Will has been properly prepared and executed in time ahead of the wedding.

Melissa agrees to move out so that Ben can have his inheritance paid out and both follow Samuel’s wishes as the Will specified.

If Melissa wants to go back on Samuel’s wishes she may have a meritorious claim for provision from Samuel’s estate under the Inheritance (Provision for Family and Dependants) Act 1975 but will need specialist advice.

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