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In California, the beneficiaries typically obtain access to a copy of the Will through probate. The probate process commences at the time of death, so the Will is filed with the probate court. Afterward, the proxy appointed to oversee execution can provide all the beneficiaries and family members with a copy.
New Yorks Surrogates Court The Surrogates Court is responsible for overseeing the probate process, making it an appropriate institution for storing original wills. For a one-time fee, the court will store the will in a secure location, providing both protection and accessibility.
Petition the probate court to compel delivery of the will. If youre certain the will is being hidden, you can petition the court to compel the person in possession of the will to produce it.
The demand letter should clearly outline what you think the executor should be doing that he or she is not. You should also indicate what next steps you will take if your concern is not addressed. You can draft and send this letter yourself, or you can retain an attorney to send this demand on your behalf.
Since 1787, probate records like wills are filed and kept by the Surrogates Court in each county. These records are available from the courthouse and appointments may be needed to view the records. There may be a fee to access some of the records.
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Safekeeping by the Testator. While its common for the executor to hold the original will, some individuals prefer to keep the original will in a safe place themselves. This can be a safe deposit box, a fireproof safe at home, or with an attorney.
The original copy of the will is crucial for the probate process. ing to the law, the executor must submit the original will and other documents for the probate case hearings. Without having the original copy, all other copies will be considered invalid.

letter to executor of estate sample