I am an heir to my father's estate?

Question

The will has been probated and now I would like to receive an accounting of the estate and will ask the attorney who handled this to send me an accounting. I just want to verify that I am entitled to this document.

Answer 1

Generally, all children are entitled to notice of the proceedings and have the right to be "in the loop".

Contact the lawyer and ask about the status of the case. If you have the court information and case number, you should also be able to review the court's file directly.

Answer 2

Are you wanting to know what assets there are or are you looking to see how they are distributed? The Accounting will show the distribution of the assets. I assume that you have received your Notice of the Probate of the Will. The Attorney's name is on that form. Call him/her and request to see a copy of the Will and the Inventory, but the Accounting will not be prepared for probably a few more months pending the wait for the statute of limitations to run out on contesting the will. You will want to see the Will so that you can decide whether or not you are going to contest it. Email me if you have questions about this.

Answer 3

If the accounting has been completed, the attorney who represents the executor should have it. The executor should also have a copy, as would the court (if required by state law to be filed). You should be able to get a copy if you are truly an heir.

Answer 4

Im not sure what your qestion is....but you should definitely have access to what is in the will. Seeing that the estate is in probate it may take years to receive any proceeds from the estate. This is the reason why it is always desirable to have an irrevocable trust to prevent an estate from going to probate.

Answer 5

Normally the executor would be the one to get the audit. If you're also the executor you're good to go. If not ask him to get it for you.