Contingent Beneficiary vs. Primary Beneficiary In estate planning, it is essential to understand the different roles...
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A beneficiary is a person, business, institution, trustee, or an estate that receives benefits under a will.
Usually a will or trust describes the types of distribution for inheritance: “per stirpes,” “per capita by generation,” and “by right of representation.”
How do I find out if I’m a beneficiary in a California will? If you think are, but you’re having trouble getting a copy of the document, contact us today!
Certain beneficiaries may be ineligible to receive estate assets under California probate law. View here for more from a San Diego trust litigation attorney.
As part of the estate planning process, you or a loved one may have chosen to include a no-contest clause in the will or living trust.