Question

The executor will not show us bank statements or receipts. Is that allowed?

I am a beneficiary and cannot get the executor to provide bank statements, receipts, or a clear explanation of where estate money went. There have also been reimbursements and executor compensation. What information are beneficiaries normally entitled to see when they are trying to understand the accounting?

Asked in Charleston, WV · Jul 15, 2026 · 1 answer

Answer
Soradin

Soradin

General information

Posted Jul 24, 2026

Save the key records, including deeds, account statements, beneficiary forms, court filings, and communications before the disagreement becomes harder to reconstruct. A personal representative's fiduciary duties generally include safeguard estate assets, keep adequate records, avoid self dealing, and provide information or accountings when required by law or court procedure. In the estate planning context, beneficiaries who cannot obtain reasonable information may be able to request a formal accounting or ask the probate court to review transactions. Estate and property questions can turn on state probate, trust, and family law, so have counsel in the relevant state review the controlling documents and present court or title status before anyone takes a permanent step.

Need help with your situation?

Find a legal near you on Soradin.

Browse legals

Soradin provides general educational information only. It is not legal, financial, tax, insurance, or funeral advice. Consult a qualified professional in your area for guidance specific to your situation.