QUESTION
Would it be difficult/expensive to discover the names of TOD recipients and the DATE they were attached to an asset? Do I have a right to know the
Asked on Jun 18th, 2021 on Wills and Probate - Minnesota
More details to this question:
My sister died. She left a large estate, mostly securities. Half in probate, the other half with TOD designations. The executor (my sister delegated that job to her daughter, my niece., and she will not disclose any information about the TOD recipients. Basically she has shut up like a clam. The decedent has been under conservatorship and guardianship and had dementia. The wall of silence is suspicious. What are my rights? Do I have any right to the details of my sister’s estate? Can the executor refuse to disclose information that I have requested.?
1 ANSWER
2 Awards
The executor herself is not entitled to information regarding the TOD recipients so can hardly be expected to share it with you. If you think that you may be among them, deliver a death certificate to the relevant financial institution. If you are, it will speak with you. If not, not.
As benefits under the estate, if you are a beneficiary under the Will, you will likely be notified once it is admitted to probate. When a Will is admitted to probate it becomes a pubic document. Check with the local probate court clerk. Some months after an executor is appointed by the Court, an Inventory must be submitted. This, too, is a public document.
Answered on Jun 19th, 2021 at 5:09 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.