Do beneficiaries of a person who died intestate have the right to look at financial documents and bank statements at the date of death?
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Do beneficiaries of a person who died intestate have the right to look at financial documents and bank statements at the date of death?
Or does the Personal Representative need to furnish us with a detailed list of assets at time of death?
Asked on October 19, 2013 under Estate Planning, Massachusetts
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 11 years ago | Contributor
I am so sorry for your loss. Generally speaking, the actual documents are not provided to the beneficiaries. The probate petition should list the assets and there should be a formal accounting by the personal representative. If, however, you suspect that there has been some form of breach of fiduciary duty such as fraud you can bring a proceeding that would allow for an in depth review. Good luck.
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