Windermere, FL asked in Estate Planning and Probate for California

Q: I have a will and my uncle says he has a will, what should I do for my grandmothers wishes?

Grandmother left will and testament with me her grandson put me on her bank accounts and retirements accounts. My uncle swooped in when she was diagnosed with terminal cancer and took her the same day she was diagnosed to get a will done. What should I do and what are my rights to the things she put me on as a Beneficiary?

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1 Lawyer Answer
Jonathan Purcell
Jonathan Purcell
  • Estate Planning Lawyer
  • Licensed in California

A: In general, assets that are in the form of beneficiary designations through banks and investment firms do not pass through a will or testamentary trust. You will present your ID and a certified death certificate at the financial institutions that hold the accounts.

The information presented here is general in nature and is not intended nor should be construed as legal advice for any particular case or client. For specific advice about your particular situation, please consult with your own attorney. This posting is not intended to constitute an advertisement nor a solicitation

Nina Whitehurst agrees with this answer

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