Mckinney, TX asked in Estate Planning and Probate for Texas

Q: What are Beneficiary's rights for non-disclosure of assets and also sale of primary house?

My Dad's Will was probated and non of the beneficiaries received any information including assets An Affidavit in Lieu of Inventory was filed.

Mom (Executor) just sold the primary residence. Are we entitled to any of the proceeds?

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2 Lawyer Answers
Terry Lynn Garrett
PREMIUM
Terry Lynn Garrett
Answered
  • Estate Planning Lawyer
  • Austin, TX
  • Licensed in Texas

A: It depends on what the Will says. Once a Will has been submitted for probate, it becomes a public document. Check with the county probate court.

Tammy L. Wincott
Tammy L. Wincott
Answered
  • Estate Planning Lawyer
  • San Antonio, TX
  • Licensed in Texas

A: The will and the type of administration control how the assets are distributed, i.e. did all go to your mom, did the will give the executor rights to sell the house if needed to pay debts, etc. I suggest obtaining a copy of the will and the order admitting the will.

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