Legal Question in Wills and Trusts in Massachusetts
obtain will info
if i am a beneficiary to a will along with several other people and the lawyer is executor how do i know what he recieved and what he paid out. there are sveral cash accounts ira's annuitys and more. also he has made several mistakes with alot of his work and seems to be a little incompetant i would just like to check all his work
2 Answers from Attorneys
Re: obtain asset and liability information.
Whoever the executor, and assuming the executor has been appointed by the court, the executor must file an inventory of all of the estate's assets with values as of the date of the death. This must be filed within 90 days of receiving the inventory form and the appointment of the executor.
A failure to file this inventory can be cured by an action to compel the filing of an inventory.
If you have more specific questions, contact me.
Re: obtain will info
The Executor of an estate must file an inventory with the court. Any transactions including payment of expenses must be disclosed to and approved by the court. As a beneficiary, you should get a copy of the inventory and the disbursements.
Usually attorneys are not the actual executor but are the one's who prepare the documents for the executor or assist them in so doing.
If you have any questions, please feel free to contact me.
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