Phoenix, AZ asked in Estate Planning and Probate for Arizona

Q: Somehow my dad's ex girl friend was a beneficiary on his bank account and took 117000 out can I contest the beneficiary

they haven't been together in over 7 years and they only dated for 4. I can't even believe he had her on the account in the first place. Also, it was in a money market account not his checking shouldn't the money market account have a different beneficiary

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3 Lawyer Answers
Ryan K Hodges
Ryan K Hodges
Answered
  • Estate Planning Lawyer
  • Mesa, AZ
  • Licensed in Arizona

A: You could challenge the beneficiary designation. It may be difficult though and would heavily depend on the facts of your situation. You should consult a probate litigation attorney.

Ilene L McCauley
PREMIUM
Ilene L McCauley
Answered
  • Estate Planning Lawyer
  • Scottsdale, AZ
  • Licensed in Arizona

A: I am so sorry for your loss.

I also believe it would be helpful to check with a litigation attorney, this type of situation is very difficult to litigate.

Andre L. Pennington
PREMIUM
Andre L. Pennington
Answered
  • Estate Planning Lawyer
  • Surprise, AZ
  • Licensed in Arizona

A: Ryan and Ilene are spot on. Reach out to a professional.

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