My Brother Says I’m Getting an Inheritance. Can I Just Cash the Check?

A sibling calls and tells you that you’re getting an inheritance from your parents. Great news, but how do you know you’re getting the right amount? In this episode, Nick explains why beneficiaries shouldn’t feel uncomfortable wanting clarity on their role along the way. He shares what you should know about receiving an inheritance, your rights as a beneficiary, and when it’s appropriate to ask questions.

Here’s some of what we discuss in this episode:

📬 First Steps: Understand what happens after that first notification

📄 Estate Records: Know what’s available for you to review

🧾 Accounting Documentation: Check that the numbers align

⚖️ Legal Guidance: Know when professional help makes sense

✅ Final Distribution: Understand everything before you sign

Go Inside the Episode:

0:00 – Intro

0:45 – Receiving an Inheritance

2:23 – Potential Red Flags

4:55 – Initial Notification and Information

8:10 – Accessing Documents and Records