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What can I expect as the beneficiary of an estate?
Receiving an inheritance can bring a range of responsibilities and emotions when grieving the loss of a loved one. When you’re told that you will be receiving money from an estate, especially if it’s a significant amount, it’s a good idea to take some time before making any decisions on what to do. We have a team of advice professionals that can help you when you’re ready and have various investment options available where you can keep your money until you are prepared to make further decisions.
Any questions or concerns about the Will should be discussed with the executor as their responsibility is to administer the Estate according to the deceased’s wishes. If you’re named in the Will, you are entitled to get updates from the executor until the Estate administration is completed.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.