Simi Valley, CA asked in Estate Planning and Probate for California

Q: My sister and I are beneficiaries in my dad's life insurance. She had all his property and won't let me get his paperwok

I need his paperwork to get started on seeing what dents he has and so I can get his life insurance to the funeral home.

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1 Lawyer Answer
David Ostrove
David Ostrove
  • Estate Planning Lawyer
  • Los Angeles, CA
  • Licensed in California

A: You are both beneficiaries so you both own the life insurance proceeds. Equally!

You should cooperate with each other with respect to the life insurance policy and its proceeds. Sometimes, in life insurance cases like yours, you need to file a petition in court to sort out any disputes. Typically, the Life Insurance Carrier is very helpful. If the beneficiaries are in dispute, the life insurance carrier may pay the funds into court and let the court decide. The court will then order the life insurance proceeds to be distributed in a finite particular manner.

Zaher Fallahi agrees with this answer

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