Q: 7 year boyfriend died -I was forced to leave by daughter without belongings purchased in relationship. What do I do?
One of his sisters advised me to find out if my name is on any of his accounts, policies, and to start going thru my receipts. The sister that gave me the advice was the one I thought he had listed at his current beneficiary. He did not have a WILL. We had separate bank accounts, 401k, profit sharing, life policies. He changed beneficiaries, but I've no idea who the beneficiary is/ are, and I've no idea what to do?
A: The only easy step you can take is to get a copies of his death certificate and with those contact any financial institution where you believe you might be the beneficiary. Say that you understand that you are a payable on death beneficiary on the account. If you are, the institution should give you the money. If you aren't, the institution will give you some evasive answer such as they can't discuss anything with you unless you have court papers showing that you are the personal representative of the estate. Unless you are specifically included in his estate plans such as being a payable on death beneficiary his blood relatives will get his assets. It sounds like his sister is telling you that if you can persuade her that you paid for something in the home, she will give it to you.
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