If you’re unsure whether you’re a beneficiary of a will, a trust, an insurance policy, or a retirement account, you will typically be informed by the executor, trustee, or the financial institution managing the account. Should you not receive any communication but believe you might be a beneficiary, you can review the deceased’s important documents, contact the relevant financial institutions directly, or consult with a probate court once the will enters probate, as it then becomes a public record. If necessary, seeking legal counsel can also help clarify your beneficiary status.