Getting information about a deceased person's estate

LIST Code: ES-02-07-00-00

LIST Code

ES-02-07-00-00

Title

Getting information about a deceased person's estate

Definition

Legal issues related to obtaining information about a person’s estate after they die, including access to wills, trusts, probate filings, and estate administration details when family members or others refuse to share information. This issue covers situations where a sibling, heir, or potential beneficiary is unable to get basic information about a deceased person’s estate, such as whether there is a will or trust, who is in charge of the estate, or how assets are being handled. It often arises when one family member controls documents or communication and does not provide transparency to others who may have legal rights or interests. It also includes understanding who is legally entitled to receive estate information, how to request copies of wills or trust documents, and what public records may be available through probate court. Legal questions may involve executor or trustee duties, notice requirements to heirs and beneficiaries, timelines for estate administration, and steps to take if information is being improperly withheld. Remedies can include formal written requests, court filings, or petitions to compel disclosure. Includes: - Requesting copies of a will, trust, or estate plan - Locating probate court filings or estate records - Rights of heirs and beneficiaries to estate information - Duties of executors or trustees to provide information - Disputes among siblings or family members over estate transparency - Court options when estate information is withheld

Last updated on Jul 01 2022

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