Dallas, TX asked in Estate Planning and Probate for North Carolina

Q: I’m the listed beneficiary for some of my brothers’ accounts, do I have to disperse it among our mom and other siblings

Since our mom is still living and if she becomes the executor since my brother was not married and has no kids, will the accounts I was made beneficiary over have to be disclosed in the estate?

Related Topics:
1 Lawyer Answer
Nina Whitehurst
Nina Whitehurst
  • Estate Planning Lawyer
  • Crossville, TN

A: If there is evidence that your brother meant for you to distribute the funds among his natural heirs, then that is what you should do. Absent evidence of such, it is presumed that your brother meant for you and you alone to have those funds, and those funds would NOT be part of your brother's probate estate.

1 user found this answer helpful

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.