Law Offices of John J. Ferry, Jr. | John J. Ferry, Jr.
Life insurance is normally not part of the estate, unless the estate is the beneficiary or it is intended to pay funeral expenses. The executrix therefore normally has no need for information on the life insurance. Bonds, however, normally are part of the estate and the executrix has both the right and the duty to obtain full information on their value.
Answer Applies to: Pennsylvania
Ashman Law Office | Glen Edward Ashman
The fact you are asking this question at all tells me that you made a huge mistake. You filed a probate with no lawyer. Worse, you filed without knowing the rights and RESPONSIBILITIES you have. That could be costly to you, and you could even get sued for messing up. See a lawyer. The steps in each case are different. Insurance may or may not even be part of your job. But unless you plan to resign, get counsel.
Answer Applies to: Georgia
The Law Offices of Laurie E. Ohall, P.A. | Laurie E. Ohall
If life insurance is left to a specific beneficiary, and not the estate, then it is outside of probate and passes directly to the beneficiary. The executrix (or personal representative) only has the right to information regarding a life insurance policy if it is left to the estate, not a specific beneficiary.
Answer Applies to: Florida
The Schreiber Law Firm | Jeffrey D. Schreiber
If they are estate property and the executor has letters of administration, they have the right to those documents. However, most life insurance policies name a beneficiairy other than the estate, so it is not estate property and not subject to the executor to see. If the bonds named a specific beneficiary at the death of the owner, that would be the case as well for the bonds.
Answer Applies to: California