Probate Glossary
Beneficiary
A person or entity entitled to receive estate assets.
Definition
A beneficiary is an individual, trust, charity, or organization designated to receive assets from an estate through a will, trust, or court-supervised distribution.
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Frequently Asked Questions
What is the difference between an heir and a beneficiary?
An heir may inherit under state law when there is no valid will. A beneficiary is someone named to receive property through a will, trust, beneficiary designation, or other estate planning document.
Can beneficiaries see estate records?
Beneficiaries are often entitled to certain estate information and accountings, though exact requirements vary by jurisdiction and estate circumstances.
When can beneficiaries receive distributions?
Beneficiaries typically receive distributions after estate assets are identified, valid debts and expenses are handled, required notices or court steps are completed, and the Personal Representative is ready to distribute safely.