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4 things to know as a beneficiary

On Behalf of | Mar 20, 2024 | Estate Planning |

Losing a loved one can be devastating. You may not have the capacity to deal with other matters. While this is understandable, it’s crucial to be alert once your loved one’s will goes to probate. 

The estate’s executor will inform you that they have filed a petition for probate and that you were named as a beneficiary.

Here are four things to keep in mind when this happens:

You can request a copy of the will

As a named beneficiary, you may be entitled to receive a copy of the will. Thus, you can request the executor to send it to you. Once you have the copy, review it thoroughly.

You have a right to information

Beneficiaries should be adequately informed about an estate and the probate process. The executor is required to provide you with such information.

You can remove the executor

If you believe the executor is not performing their duties as required, perhaps they don’t communicate with you or are mishandling funds, you should raise your concerns. Communicate with the other beneficiaries to determine the most suitable way to raise the matter with the executor.

If your meeting proves the executor is not acting in the best interest of the beneficiaries or the estate, you can go to court to request their removal.

You need to understand the probate process

Even though the executor will handle most of the duties, beneficiaries need to understand the probate process. Learn about California’s probate laws and steps and how they apply to your loved one’s estate to know what to expect.

Beneficiaries of an estate can also benefit from legal guidance during probate. It’s vital to protect your rights and interests.