Beneficiary Representation

If you are inheriting from a trust, will, or just through intestate succession you have certain rights.

In a trust or probate administration you have the right to information while you are waiting for your inheritance. Be prepared to wait for a period of months before you receive your bequest. There are tasks that a trustee or an executor must perform before the beneficiary is paid.

You also have the right to receive a detailed accounting showing all of the finances in a trust or probate administration.

A trustee or executor must treat all beneficiaries equally. If someone else is both a trustee/executor and a beneficiary along with you, they cannot favor themselves over your interests.

If you feel uncomfortable with the way an estate is being handled your should contact us an we will educate you about your rights as a beneficiary.