Does the executor of a Will have a legal right to know the beneficiaries of a retirement account of the decedent he represents?

The retirement accounts are a 401k and a 403b.

Asked on March 10, 2015 under Estate Planning, Pennsylvania

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

Not unless the executor *has* to know them to perform his duties. The executor performs an important, but strictly defined and limited role: if something or some information is not necessary to the performance of that role, the executor has no right to know it.


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