When a family member is the executor of will, do they have to notify all family members that they have been named as A beneficiary of an inheritance?

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When a family member is the executor of will, do they have to notify all family members that they have been named as A beneficiary of an inheritance?

Asked on June 5, 2014 under Estate Planning, California

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 10 years ago | Contributor

I am so sorry for your loss. It does not matter if the Executior is a family member or not. All persons or entities (such as churches or other charities) named in the Will, including each person or corporation nominated as executor, and all persons who would be entitled to inherit as heirs by intestate succession (even if the decedent left a Will) are entitled to receive notice of the Petition for Probate. Notice must be given by first class mail or by personally delivering a copy to each person or entity at least 15 days prior to the hearing. Each person should receive a copy of the "Notice of Petition to Administer Estate" showing the hearing date information. It is also recommended (but not required) that each person be sent a copy of the Petition for Probate with all attachments.  If this has not been done seek legal advice.  Good luck.


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