What Are My Rights As A Beneficiary? | Free Download

Do You Know Your Rights as a Beneficiary?

FREE GUIDE: "What Are My Rights as a Beneficiary?" by California Estate Planning Attorney Philip J. Kavesh

Most people named as beneficiaries in a trust or will are completely unaware of their legal rights. This lack of knowledge can cost you thousands of dollars and years of unnecessary stress.

Did you know that as a beneficiary, you have the legal right to:

Demand specific estate information that trustees are legally obligated to provide
Receive periodic accountings of all income, expenses, and distributions
Insist on timely distributions as specified in the trust documents
Be treated impartially compared to other beneficiaries
Seek independent legal counsel to protect your interests

Why This Free Guide Is Essential

When a loved one passes away or becomes incapacitated, navigating your role as a beneficiary can be overwhelming and confusing. Trustees often control the flow of information, leaving beneficiaries uncertain about what they're entitled to know or receive.

Attorney Philip J. Kavesh has overseen more than 5,000 trusts and estates, giving him unparalleled insight into the challenges beneficiaries face. In this comprehensive guide, he reveals the 5 Key Beneficiary Rights that everyone should understand—before it's too late.

What You'll Discover:

How to properly request and obtain crucial estate documents
When and how trustees must provide accountings of estate assets
The difference between mandatory and discretionary distributions
What "impartial treatment" legally means and how to ensure you receive it
When to consider hiring your own attorney (and when it's unnecessary)
Common scenarios where beneficiary rights are overlooked or violated

Don't Wait Until It's Too Late

Problems with trustees and estate administration can arise suddenly. Having this knowledge now can help you avoid costly court battles and family conflicts later.

Download Your FREE Copy Today

Complete the form on this page to get immediate access to "What Are My Rights as a Beneficiary?" and take the first step toward protecting your inheritance and family legacy.

Philip J. Kavesh

Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.

We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.