Can a beneficiary request history information for an estate (bank statements, tax records, etc.)?

 

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Jan Meriss Alfonso
Assistant at Parklin Law

Can a beneficiary request history information for an estate?

Some beneficiaries may want to know more about the estate they're inheriting, and that's understandable. If you're the beneficiary of an estate, you can request information about it in writing. For example, a beneficiary can ask the executor to provide a list of all assets included in the estate, including their values at the time of death.

If you have questions, you can get a free consultation with the Best Probate Lawyers.

Parklin Law - Probate Lawyer

5772 W 8030 S, # N206

West Jordan UT 84081

(801) 618-0699

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Parklin Law
Estate Planning Attorney in West Jordan
https://parkin-law.business.site/

Location: Panguitch, UT 84759, USA

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