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You have a right to be informed as a West Palm Beach Beneficiary. Do you know to get the confidential documents from the Probate Clerk?

Uncategorized Oct 27, 2015
post about You have a right to be informed as a West Palm Beach Beneficiary. Do you know to get the confidential documents from the Probate Clerk?

Are you a beneficiary in West Palm Beach? Is the estate stuck in probate?  Why won’t the personal representative’sattorney give me a copy of the inventory of the estate? I went to the clerk and they will not give me a copy of the inventory either! Answers to this and more can be understood if you learn the basics of West Palm Beach probate. 

The Inventory

  • One document the personal representative will have to file is the inventory. 
  • This document is actually confidential. 
  • Do you know what that means?
  • The clerk cannot just give you a copy.
  • Also the personal representative’s attorney may be (and should be) weary of simply handing this information over.
  • Do you have a right to this information upon demand?
  • These are the types of issues that experienced Palm Beach probate litigators have to deal with.

Palm Beach Probate 101

  • The personal representative is in charge or getting the important documents filed when it comes to probate. 
  • One such document is the inventory.
  • This will contain lists of all the assets left behind.
  • If you are a beneficiary on the will then in West Palm Beach you have a right to a copy of the inventory.
  • Where do you go to get it?
  • First start by making a written request for the inventory to the attorney associated with the estate and give him a reasonable amount of time to respond.
  • If he does not respond you may need to retain your own attorney for the matter.
  • If your sister or brother is serving as personal representative in West Palm Beach and is not giving you the paperwork you are entitled to this is a big problem.
  • There is a procedure that the probate courts can use to get rid of a personal representative who is not following the rules.
  • If this is something that concerns you then it may be time to hire an experienced Palm Beach probate attorney to work with you.