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Transfer from estate to beneficiaries
Transfer from estate to beneficiaries
Posted
Thu, 11 Sep 2025 12:55:53 GMT
by
Michael Bigg
My mother died a few years back, and my father died earlier this year. They owned a property jointly at the time of dad's death (dad didn't update the register on mum's death).<br> <br> Now my sister and I are executors of dad's Will and the beneficiaries of the Will. The house is currently let to tenants and so at some point we will probably need to transfer the Title into our names rather than leaving it in the ownership of the estate indefinitely.<br> <br> When completing TR1 do we put ourselves down as both transferors (as executors of the Will) and then again as transferees (as beneficiaries of the Will?)<br> <br> If so, do we need to execute TR1 twice as both transferors or transferees?<br> <br> (Maybe completing TR1 isn't the right way to go about this whole thing! Advice welcome, please - thanks).
Posted
Thu, 11 Sep 2025 13:00:38 GMT
by
Adam Hookway
Michael - yes. The executors, as named in his probate, are the Transferors and the beneficiaries are the Transferees. <br> Remember that if th4e executors are transferring the legal ownership to the beneficiaries then you would be using form AS1 (not TR1) in such a scenario. The form makes understanding the different roles easier to follow - <a href="https://assets.publishing.service.gov.uk/media/6620d1c109ee0861b6757d3a/AS1__2024-04-22_.pdf">Form AS1</a><br> <a href="https://customerhelp.landregistry.gov.uk/guide-external-start/?guideid=e0861516-8882-eb11-a812-000d3ad48f95">HMLR Guide: Start - External  · HM Land Registry</a> <br> <br> Land registration is complex, designed to protect legal and financial interests in property. There can be significant consequences for any error. Please consider seeking legal representation. Before making an application without legal representation, it is important to <a href="https://www.gov.uk/guidance/making-an-application-without-legal-representation">consider the benefits of using a conveyancer.</a>
Posted
Thu, 11 Sep 2025 15:36:12 GMT
by
Michael Bigg
Thanks - that's really helpful. Much appreciated!
Posted
Tue, 03 Feb 2026 16:16:42 GMT
by
Michael Bigg
Coming back to this now.<br> <br> My mother predeceased my father, but he never got round to removing her from the Title. They are still both listed as joint tenants.<br> <br> If we complete an AS1 to transfer the Title to the beneficiaries do we need to include any documentation regarding my mother (eg. her death certificate)?
Posted
Wed, 04 Feb 2026 06:54:42 GMT
by
Adam Hookway
Michael - yes you do. A certified copy of her death certificate should be included
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