Beneficiary Release Forms
Ensure that you have beneficiary approval to disbursing estate assets.
- 1 hr1 hour
Before an Executor disburses funds to a beneficiary, the Executor should provide each and every beneficiary with financial statements, a schedule of distribution and a schedule of compensation (if the Executor is taking compensation for acting as Executor). The Executor should also provide a release form to have each beneficiary approve of such statements and disbursements and also to release the Executor from any further claims against the estate for the Executor's management and distribution up until and including the date funds are distributed. It is only once all the beneficiary approve of the Executor's fees and disbursements and sign releases that the Executor should disburse funds. Whether the Executor is making an interim distribution (distributing a portion of funds before the estate administration is completed) or a final distribution of estate funds, our Certified Executor Advisors are here to help. After your appointment, we will provide you with an accurate quote for this service.
Next Step Executor Services has a 24 hour cancellation/rescheduling policy. If you miss your appointment, cancel or change your appointment (with the exception of changing from an in person meeting to an online or telephone meeting) with less than 24 hours notice, you will be charged a $125.00 cancellation fee. This policy is out of respect for our Certified Executor Advisors and our clients. Cancellations with less than 24 hour notice are difficult to fill. By giving last minute notice, or no notice at all, you prevent someone else from being able to meet with us. As most appointments require full payment or a deposit to be paid at the time of booking, if you cancel without giving us 24 hours minimum notice, we will refund the balance of the deposit less the $125.00 cancellation fee and a $5.00 processing fee.