Staten Island, NY asked in Estate Planning for New York

Q: Should I sign the waiver of statutory requirements and beneficiary receipt/release?

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2 Lawyer Answers
George E. Patsis
George E. Patsis
PREMIUM
Answered
  • Estate Planning Lawyer
  • Lindenhurst, NY
  • Licensed in New York

A: You should seek the advice of an estate attorney. This question cannot be answered without a careful review of the case.

Sharon M. Siegel
Sharon M. Siegel
Answered
  • Estate Planning Lawyer
  • New York, NY
  • Licensed in New York

A: I agree that you should consult a lawyer before signing any document (not limited to the one mentioned) which can affect your rights as a beneficiary. Also, I would mention that if you don't sign, you will have a lot of time before any next step due to covid. The Surrogate's Court is undergoing a change in NY and will be electronic submissions. In short, you don't have to rush.

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