Notice to Beneficiaries of being Named in Will - West Virginia 2025

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An executors biggest responsibility to beneficiaries is to notify them that they are, in fact, beneficiaries. Beneficiaries have the right to know theyve been included in a will early on in the probate process. That way, they have a chance to contest anything they have an issue with.
While you do have an obligation to keep each beneficiary informed of the trust administration process, you may opt to communicate with them in writing only. Hopefully, you are administering the trust under the guidance of an experienced trust attorney.
Yes, state probate laws require that any beneficiaries included in a Will are notified. This duty lands on the executor, who is responsible for managing the Will and filing for probate. They are nominated by the Testator in the Will and are officially appointed by the probate court to this role.
It is necessary to probate an estate when the decedent has solely-held assets; that is, assets that do not have a joint or co-owner with rights of survivorship, a beneficiary (on the security or account, not in the will), or pay-on-death designee.
Below, we have broken the process down into manageable steps. Step 1: Start with a Proper Salutation. Step 2: Introduce Yourself and Your Relationship to the Deceased. Step 3: Clearly State the Purpose of the Letter. Step 4: Provide Detailed Information about the Inheritance.

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The executor or personal representative will contact each beneficiary. That is often done through written communication, such as a letter or email, providing details about the deceaseds passing, their role as executor, and the beneficiarys rights and entitlements.
While its best to be able to share your wishes, whether or not to communicate anything about your estate plan is entirely up to you. No one should feel they must share this information.

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