Beneficiary Rights

Beneficiaries have rights under a trust or will, which ensure they receive their intended benefits in accordance with the terms of the document creating them. These rights may include receiving scheduled distributions and having access to information about the trust's assets.

Understanding Your Role as a Beneficiary

As a beneficiary, you play a vital role in ensuring that the deceased person's wishes are carried out as stipulated in their will or trust. This responsibility comes with certain rights and entitlements, which are designed to protect your interests and provide clarity during an already emotional period.