Columbus, OH asked in Estate Planning and Probate for Ohio

Q: My father passed away his bank account beneficiary is his ex-girlfriend but he said in his will im the beneficiary 100%

They havent been together for years and i was juss wondering what i do about the account he put in his will that i get 100% of his belongings juss wanna kno wat i have to do

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2 Lawyer Answers
Joseph Jaap
Joseph Jaap
Answered
  • Estate Planning Lawyer
  • Cincinnati, OH
  • Licensed in Ohio

A: Good illustration of why beneficiary designations should be reviewed and updated frequently. The bank account beneficiary designation requires the bank to disburse that money to the beneficiary. That money is not part of his probate estate, so it is not controlled by his will. It goes to the old girlfriend. If your father was not mentally competent when he made that bank account beneficiary designation to her, you might be able to challenge it. If so, use the Find a Lawyer tab to retain a local attorney to review the facts and advise you.

Andrew Popp agrees with this answer

Andrew Popp
Andrew Popp
Answered
  • Estate Planning Lawyer
  • Cuyahoga Falls, OH
  • Licensed in Ohio

A: I agree with Mr. Japp. If the bank account named his ex-girlfriend as the beneficiary, then that controls.

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