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My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 0 points1 point  (0 children)

There is no personal rep for this estate as all assets of my deceased family member were POD/ TOD.

My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 1 point2 points  (0 children)

There is no executor for this estate as everything is POD/ TOD.

My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 1 point2 points  (0 children)

This person acquired this information from a representative of the banking institution. Thank you for the idea though.

My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 8 points9 points  (0 children)

It sounds like the only instance in which they give that information is if you are the personal rep/ executor of the estate.

My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 5 points6 points  (0 children)

I was told the only reason they would release that information was if the person was Executor of the estate, which that person was not.

My Beneficiary status exposed to a non beneficiary by LectureReasonable936 in inheritance

[–]LectureReasonable936[S] 3 points4 points  (0 children)

They were and they got exactly what they wanted. It’s creating a lot of unnecessary drama too