Personal Representative - Estate Account Inquiry

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Question:

If there is a personal representative for an estate, are we required to inform him/her which beneficiaries are listed on an account about which they are inquiring?

Answer:

The duly-appointed estate representative should have access to that information, although the accounts would typically not become part of the estate he or she is administering.

First published on BankersOnline.com 7/06/09