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Beneficiaries have important legal rights during probate

On Behalf of | Jul 23, 2025 | Probate Litigation

When a loved one passes away, families often find themselves navigating both grief and legal complexity. The probate process, which is meant to honor the wishes of the deceased, often sparks confusion or conflict in those who have recently lost someone they love.

As a beneficiary, you may feel bound to the decisions the estate executor or personal representative makes, but you have rights during the probate process.

Right to access the will and estate information

Beneficiaries have the right to receive a copy of the will and to be kept informed throughout probate. The executor must provide updates and maintain transparency about how assets are being managed and distributed.

Right to a proper accounting

Named beneficiaries are entitled to a formal accounting of the estate. This includes a breakdown of assets, debts, expenses and distributions. Executors typically have up to one year from their appointment to provide this accounting, unless the court orders otherwise.

Right to contest the will

If a beneficiary believes the testament was created under undue influence or that the testator lacked mental capacity, they may contest the will. To succeed, legal grounds must be established, and challenges are typically filed in probate court.

Right to protection against executor misconduct

Should an executor mismanage assets or act in self-interest, beneficiaries can file a complaint with the court. The executor has a fiduciary duty to act in the best interest of the estate and its heirs.

While probate laws vary by state, beneficiaries in New Jersey are protected by laws that ensure fair treatment and accountability. Whether you’re seeking clarity or considering legal action, understanding your rights is the first step toward resolution.