Saturday, October 24, 2009

Would it be more likely to receive a copy of the will from the executor or the lawyer?

Executor hasn't mentioned anything but this isn't surprising as I'm not close with the family. Would it be she or the lawyer who'd inform me if i'd been mentioned in the will? Also, how long does the lawyer or executor have to contact me if I'm
a beneficiary?
Answer:
If you have a beneficial interest in an estate, you have a right to be either given a copy of the will or told where you can get a copy of a will.

A lot of executors do a minimal amount of work. It is like they expect the attorneys to do all of the work tell them what papers to sign.

In Pennsylvania, you should receive a notice of beneficial interest within a month after the will is probated. I do not know what the time table is in other states.

For fast action, contact the attorney's office. They should be able to either mail or fax you a copy right away. Names and addresses are needed by attorneys for the state inheritance tax return, if there is an inheritance tax return in your state, and the Federal Estate Tax Return, if the estate is large enough to be required to file such a return.
The executor can give a copy if the administrator agrees.
It may depend on the laws in that state as to how long they have to file the will. In Texas the law is 2 years from date of death.

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