Thankfully this person had an honest executor, as my parents never would have known if the letter had not arrived.
So please tell your relatives/friends/etc that they are mentioned in your Will.
Just imagine if the postman had lost the letter, or the lawyer was dishonest, or the lawyer's clerk was dishonest/forgetful/lazy.
I've an atty. pal or two.
If actions have few consequences money always disappears, the executor charges whatevers left to administer its dispersal, etc., etc. /ETC.
Unintended consequences happen repeatedly concerning estates monies disappearance.
Another pals brother whom he despised absorbed all his assets in FLA. My pal was shot 5 times, died on the table. No children, nada, only his brother was left & he absorbed everything. Home on water, 2 boats, 2 autos, & a business run for fun! I bet my pal rolled over, and killed himself again on the island he was buried on. It was only an island @ low tide, at high tide it was underwater.
https://www.miamiherald.com/latest-news/article1946949.html
An accounts T.O.D, or P.O.D designation is prudent, or you can currently establish joint names on these accounts to help prohibit its theft by anyone. Wills mean nothing against TOD/POD designations, nationally. afaik.
The joint owner option has no need to know this info till you're gone either, they can be a secondary on this account.
I've heard of Atty's skirting laws and becoming wealthy on their clients demise. These people know how to do it, see ea. other frequently, & want to remain cordial. Peer pressure and all. It's sickening, I've no dog in this fight. As many professionals know, others you know in your profession you'll likely see again, and you may want a favor from.
A custodian akin to VG, FIDO, Blackrock, BOA, Schwab, or the like disperses it when they're aware.
Unless thats their dispersion dispositions fee...
JMO
Good Luck & best wishes....