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Beneficiaries are entitled to a copy of the will. If the executor fails to provide a copy, beneficiaries can obtain a copy from the appropriate probate court, since a decedents will must be lodged with the court by the executor.
If youre not sure you were named as a beneficiary in someones Will, check with the probate court in the county where the decedent lived. Since it is a public record, you can request to see the Wills filing. If you find your name as a beneficiary, contact the executor.
Helen: If someone has left a will and you are a beneficiary of an estate, you would usually be contacted by the executor, or the solicitor the executor has instructed, to notify you that you are a beneficiary.
Can Beneficiaries Demand to See Deceased Bank Statements? No, generally, beneficiaries cannot demand to see the decedents bank statements unless they are also a personal representative of the estate. However, it is within the executors discretion to share bank statements with beneficiaries upon request.
While it is often beneficial to communicate with beneficiaries regarding the estate administration, executors are not required to comply with every single request for information. Beneficiaries are often surprised to discover that in reality they have a right to very little information regarding an estate.
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If youre not sure you were named as a beneficiary in someones Will, check with the probate court in the county where the decedent lived. Since it is a public record, you can request to see the Wills filing. If you find your name as a beneficiary, contact the executor.
The Will will also name beneficiaries who are to receive assets. An executor can override the wishes of these beneficiaries due to their legal duty. However, the beneficiary of a Will is very different than an individual named in a beneficiary designation of an asset held by a financial company.
If you are the beneficiary of a trust, you are supposed to be notified within 60 days of the death of the trustmaker. If you are the beneficiary of a will or intestate estate, you are supposed to be notified at least 15 days before the initial probate court hearing date.
The executor can sell property without getting all of the beneficiaries to approve. However, notice will be sent to all the beneficiaries so that they know of the sale but they dont have to approve of the sale.
A beneficiary is entitled to be told if they are named in a persons will. They are also entitled to be told what, if any, property/possessions have been left to them, and the full amount of inheritance they will receive.

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