The Notice to Beneficiaries of being Named in Will is a legal document used by an executor or personal representative to inform individuals named in a deceased person's will about their status as beneficiaries. This form ensures that all beneficiaries are aware of their rights and entitlements under the will, facilitating the probate process. Unlike similar documents, this form also includes a publication notice for beneficiaries whose whereabouts are unknown.
This form should be used when a person has passed away, and an executor or personal representative needs to notify beneficiaries named in the will. It is essential to provide this notice to ensure that all beneficiaries are aware of their interests in the deceased's estate. This form is also helpful if there are beneficiaries whose addresses are unknown, allowing the executor to publish a public notice.
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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
Probate is the legal process through which property is transferred after a property owner's death. Generally speaking, probate calls for the gathering of all assets, paying off debts and distributing any remaining assets in accordance with an estate plan and the law.
If you are named in someone's will as an executor, you may have to apply for probate. This is a legal document which gives you the authority to share out the estate of the person who has died according to the instructions in the will. You do not always need probate to be able to deal with the estate.
Probate may be required when a person has passed away and leaves behind certain kinds of assets. For example, if there is money in a bank account and the deceased was the sole account holder, the financial institution may ask for a grant of probate before they will release the funds to the executor.
Probate is a legal process that takes place after someone dies.proving in court that a deceased person's will is valid (usually a routine matter) identifying and inventorying the deceased person's property. having the property appraised. paying debts and taxes, and.