NSW When to provide copy of a will

[snoop]

I had read online that if a beneficiary of a will was allocated a gift then they are not legally obligated to receive a copy of the will or estate value. Is this correct? I have recently updated my will and provided a gift to a party who does not fall under the succession Act. I'm concerned about greed and this individual wanting more if they are able to obtain information of the full value of the estate.

 

[snoop]

Just to add to my earlier post the gift is a set figure, and the figure is generous. It is not a percentage of the estate or a portion of the estate.

 

[winston wolf]

As a beneficiary they are entitled to a copy of the will once it comes into effect(when you die). They need this to show they are receiving what was due.

 

[snoop]

Thanks Winston. Apologies for the silly questions but are they entitled to know the value of the estate as well?

 

[winston wolf]

I dont believe the executor must tell them the value of the estate but they can find out by getting a copy of the probate documents any way.
Only very small estates dont have probate.
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