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Is a beneficiary entitled to a copy of a Trust and Will?

colin · Posted: Thu Jun 21, 2007 1:18 pm Post subject:

Hi Raspberry,

Welcome to Mortgagefit forum.

After maker of the will dies and the will has gone through probate, it becomes part of court records. A beneficiary named on the will normally receives a notice of the probate proceedings.

The beneficiary then can ask the executor of the estate or attorney for a copy of the will. Normally what happens is that executor sends a copy of the will to those who have interest in the estate along with probate papers.

Colin

jenkin7 · Posted: Thu Jun 21, 2007 10:25 pm Post subject:

Hello Raspberry,

If the person who has made the Will is deceased and the will was filed, then the beneficiary can obtain a copy of the Will from the place where it was file.

In case of trust, there is an executor who is responsible for executing the Trust. If the executor has been directed not to provide a copy to the beneficiary, then the beneficiary may not get the copy. In that case, the beneficiary may contest the Trust.

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Entitled to a copy