QUESTION

Is it appropriate to notify people who are beneficiaries in your will?

Asked on Aug 15th, 2013 on Wills and Probate - Illinois
More details to this question:
I have no living relatives and have made several younger friends beneficiaries of my estate. Most named live out of state. Should I formally tell them about my wishes?
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1 ANSWER

Estate Planning Attorney serving Batavia, IL at Drendel & Jansons Law Group
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There is no right or wrong answer to that question, but conventional wisdom suggests you should not for many reasons. While you have the right to amend or revoke a Will at any time, promises that are made (or perceived promises) could give someone a claim if you amend or revoke the Will and leave them with nothing. While that is a fairly remote possibility, in my experience I have observed that conveying that type of information sometimes has unintended consequences. People sometimes get funny when they know they are included (or not included) in a Will. People who were once included and later excluded often feel there was some wrongdoing by someone, and that just causes aggravation and angst that does not need to exist, it could also lead to claims as noted above. My advice is to let them by surprised when you are gone. They will certainly remember you fondly!
Answered on Aug 16th, 2013 at 3:39 PM

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