Legal Question in Wills and Trusts in California

Re: heir, not beneficiary rights

Interesting question. If you are a beneficiary, then you have a right to see the will and receive updates on the status. If you were an intentionally ommitted beneficiary, I am not certain if you would have such a right, although you certainly would have nothing to lose by filing a challenge to the ommission in Probate Court.

If you were ommitted, then you would have no recourse against your sibling for misuse of funds, although other beneficiaries would. You would also not have a right to a final accounting.

Perhaps start with a letter to your sibling asking for a copy of the page that specifically omits you as a beneficiary. Once you have that, the next step in the process can be decided.

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