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Joanne Leetch

๐Ÿ‘ค Speaker
67 total appearances

Appearances Over Time

Podcast Appearances

The Claire Byrne Show
Wills and Probate

So I think that's a lot of the reason why currently the applications are taking so long.

The Claire Byrne Show
Wills and Probate

But generally, the valuation date for the purposes of inheritance tax does not arise until such time as the grant of probate issue.

The Claire Byrne Show
Wills and Probate

So the date of issue of the grant of probate is generally the valuation date for the purposes of inheritance tax.

The Claire Byrne Show
Wills and Probate

But it causes unnecessary delays if the

The Claire Byrne Show
Wills and Probate

grants take 12 to 14 to 16 weeks to issue.

The Claire Byrne Show
Wills and Probate

Obviously, there's monies tied up in accounts.

The Claire Byrne Show
Wills and Probate

People need money to pay off bills incurred in the administration of the state, etc.

The Claire Byrne Show
Wills and Probate

So if the grants can issue a lot quicker, it just speeds up the process completely and just makes it easier for the families involved so that they can get access to funds quicker.

The Claire Byrne Show
Wills and Probate

in order to pay off bills etc you know there could be farms there could be a farmer that has passed away and his assets are frozen his accounts are frozen and family members are looking after the farm and if they have to wait a considerable period of time for the grant of probate to issue that obviously causes unnecessary hardship for them and

The Claire Byrne Show
Wills and Probate

So, yeah, e-probate is coming and hopefully it will improve things for the better.

The Claire Byrne Show
Wills and Probate

yeah so so what happens is that the executor so the executor is the person applying for the grant of probate they will need to have an email address in order to partake in e-probate they will also need to have a mobile number so what happens is when the information is submitted into the court service portal

The Claire Byrne Show
Wills and Probate

the court service will automatically send an email link to the executor.

The Claire Byrne Show
Wills and Probate

The executor then will have to click on the link, enter their mobile number, they'll get a code text to their mobile number, they input that and then they view the document that the executor

The Claire Byrne Show
Wills and Probate

what it's known as a statement of truth, approve that and then the solicitor gets the notification that that's been approved by the executor and then literally we print off an acknowledgement and send that with the original will to the probate office.

The Claire Byrne Show
Wills and Probate

There was, obviously there are some glitches because it's a very new system.

The Claire Byrne Show
Wills and Probate

There are certain glitches.

The Claire Byrne Show
Wills and Probate

Now, initially when this pilot scheme was rolled out,

The Claire Byrne Show
Wills and Probate

The probate office required the executor to actually set up an account with the court service before they could actually get the email link.

The Claire Byrne Show
Wills and Probate

But now they've realised that that's not going to work.