What are my rights as a Beneficiary or Heir of an Estate?

First, we'll define what it means to be an Heir vs a Beneficiary:

Heir: Commonly referred to as an Heir-at-Law. This is someone that is next of kin to the deceased and would inherit under the intestate (when the decedent has no Will) laws of the state.

Beneficiary/Devisee/Legatee: These terms all refer to someone named in the Will that will specifically inherit from the Estate.

Both Heirs and Beneficiaries have the right to be informed of the following:

  • When the Probate process has begun.
  • The progress and/or actions of the Estate.
  • A full and accurate account of the Estate.
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