If I’m listed on an “inventory, proof of service” document that was just mailed to me regarding a cousin that passed away last year, what does this mean?

Am I a beneficiary of part of his estate?

Asked on September 26, 2015 under Estate Planning, Indiana

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

All the document you describe does is indicate that you were allegedly "served" or delivered some legal document or other paperwork, such as for example an inventory of assets. It may mean that you are a beneficiary, but not necessarily. Try contacting the person e.g. an estate executor or administrator or lawyer/law firm who sent them to you or who provided the list showing that you were served--they should be able to answer your question. If they cannot or do not, or you cannot contact them, contract the probate or surrogate's court in the county in which your cousin had lived, explain the situation, and ask how you would determine if you are a beneficiary.


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