Legal Question in Wills and Trusts in Texas
Informing friend(s) that are beneficiaries
I guess this is not a specific
legal question but here goes:
Am thinking about letting a friend(s) know that they are in
my will. They might be moving
far from me so I want be sure
they know in case something
happens to me.
Background on me: Never
married,no children. Other
beneficiaries are charities
on investments which will
pass outside my will.
Is it unusual for a person
to let a friend know they
are in his/her will? How common
is it? Is it considered
ethical or unethical?
Please advise. Thanks.
1 Answer from Attorneys
Re: Informing friend(s) that are beneficiaries
It is totally personal and up to you whether you tell. There are pluses and minuses on disclosing. The minuses would your using the gift to manipulate the heir into doing favors or making decisions based on the expectation, and another would be the heir being disappointed should you change your mind and decide to leave your estate to others. Like I said before, it is your decision.
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