Brian writes. “Sadly, my partner of 30 years has recently died. We owned our bungalow tenants in common as we both put money in for the deposit when we bought it. Unknown to me,
my partner had made a Will, leaving everything to her only daughter. Her daughter has now approached me for her half share of the value of the bungalow. Do I have to sell it and give
her the money?”
This is a complicated situation. It seems rather odd you were not aware of this Will.
It would be helpful if you could get a copy of the Will firstly. Some Wills contain “Right to Occupy” clauses that allow a partner to live in the house for their lifetime. On your death, the house
would then be sold. You may prefer to request a copy of the Will via a solicitor. Assuming it doesn’t have such clauses, you would want to be sure of the validity of the Will. Was it signed
and witnessed correctly? Did your partner make the Will of her own free will? If the Will is completely legal, you may need to agree what should happen with your partner’s daughter.
It can sometimes be said, your partner should have made better provision for you, as a long term partner and a court could ask if you were dependent on her? In conclusion, it might be
best to try and avoid expensive legal battles.
What to do next ?
If you would like to discuss your circumstances with regards to writing a Will, setting up a trust or a lasting power attorney, then please call 0845 689 1495 or get in touch via our secure contact form here .