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As a beneficiary you are entitled to information regarding the trust assets and the status of the trust administration from the trustee. You are entitled to bank statements, receipts, invoices and any other information related to the trust.
Beneficiaries have the right to be informed As a beneficiary, you are entitled to have an accounting from the executor, also known as a personal representative or fiduciary.
In other words, an executors powers arise from the will and not from the grant of probate. Therefore, a sole executor or, where there is more than one executor, all executors jointly, subject to adequate verification of identity, are entitled to the original will from the date of death.
Beneficiaries or potential beneficiaries have no automatic right to see a copy of the will regardless of their relationship to the deceased, or the value of their legacy or entitlement under the Will.
Disclosing Accounting Information to the Beneficiaries In New Jersey, the executor is required to disclose to the beneficiaries all actions undertaken to liquidate the estate. The individual must be able to supply support documentation regarding the distribution of any assets and specify the recipients.

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If an estate is insolvent and a legacy cannot be paid in full, the beneficiaries of that estate will have a right to see the accounts. This is also true for beneficiaries whose full legacy cannot be paid for other reasons.
Executors generally serve as a beneficiarys only conduit of information. As a result, executors have a responsibility to keep beneficiaries reasonably informed about the estate and administration.
Florida beneficiary rights also require that beneficiaries also have the right to receive an accounting of the estate from the personal representative.

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