Estate Planning Lawyer Sarasota | What Are the Beneficiary’s Rights?

Estate Planning Lawyer Sarasota

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When using the services of an estate planning lawyer Sarasota families depend on getting the best protection possible. However, the benefactor, or owner of the estate is not the only person that your lawyer can, and should be, protecting.

Your beneficiaries, or inheritors, need to be protected from lengthy probate proceedings, challenges to the will, and their own representation in many cases. In Florida, the personal representative for an estate must be represented by estate planning lawyer Sarasota courts approve of which is useful in case the assets end up in probate.

What Rights Do Beneficiaries Have?

If you are named as a beneficiary in a will or trust, you have the right to receive information about:

  • Administration of the estate
  • A copy of the will
  • Inventory list of assets
  • Inventory of any safety deposit boxes.
  • A detailed financial accounting statement

Beneficiaries will not automatically receive this information though. The beneficiaries must request copies of all information from the personal representative named in the will. If the personal representative is not responsive, or refuses to provide the information to beneficiaries, they can petition the courts to force the personal representative to do so. This is when an estate planning lawyer Sarasota residents can hire for beneficiaries comes in handy. Legal expenses can even be paid out of the trust, so your beneficiaries do not have to worry about footing the cost.

Beneficiaries can also petition the courts for partial disbursement when probate court is taking an exceptionally long time, or the estate is very complex. Requests can also be made to remove a personal representative who they feel is not doing their job properly or contest the will’s validity. A beneficiary that is represented by an estate planning lawyer will always get better outcomes. Probate court can be complicated, and litigation is not something you should ever expect your benefactors to handle on their own.

If you want to begin the process of hiring an estate planning attorney, contact The Law Offices of Kimberly K. Muenter, P.A. at 941-229-2529