Legal Question in Wills and Trusts in New York
Question Regarding Inheritance
I have been named in my recently deceased aunt's will. Another family member is the executor of the will. Is it necessary for me to hire an attorney at this time or wait until probate process is completed and I am notified?
3 Answers from Attorneys
Re: Question Regarding Inheritance
PRESUMING THE EXECUTOR ACTS PROPERLY, YOU SHOULD NOT NEED YOUR OWN ATTORNEY, AS THE EXECUTOR HAS FIDUCIARY RESPONSIBILITY TO TAKE ALL ACTIONS TO PROPERLY CARRY OUT THE TERMS OF THE WILL. YOU SHOULD BE NOTIFIED OF THE PROBATE OF THE WILL, AND SHOULD BE GIVEN A COPY, ALTHOUGH YOU MAY HAVE TO REQUEST IT. THESE ARE MANY FORMS YOU MIGHT RECEIVE, AND SOME SHOULD BE REVIEWED BY AN ATTORNEY OR ACCOUNTANT BEFORE YOU SIGN THEM. IF THERE IS ANY UNNECESSARY DELAY OR QUESTIONS YOU HAVE REMAIN UNANSWERED FOR SOME TIME, THEN CONTACT AND RETAIN YOUR OWN ATTORNEY.
Re: Question Regarding Inheritance
You should be receiving a Notice of Probate from the Executor or his attorney. There should also be a Waiver form enclosed.
You may wish to retain a local attorney to review and explain these forms to you but this is not required.
This post is not legal advice and does not create an attorney-client relationship. It is a comment on the legal question posed by the poster and should not be relied upon in any way. All readers are advised to consult an attorney to address their specific legal concerns. Additional facts could affect the answer given.
Re: Question Regarding Inheritance
If the probate proceedings are in New York, you will be notified, and given a chance to object to the probate of the will, before the Will is presented to the Surrogate for probate. If you have any reservations about the propriety of the will, the propriety of its execution or uncertainty about the meaning of the will, of course, you should consult with a lawyer.