Winston-salem, NC asked in Probate for North Carolina

Q: A woman I know is getting inheritance and her lawyer is telling her she has to have beneficiary to be able to get her.

He want my Social Security number .I don't want to do that.Can you advise me?

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2 Lawyer Answers
Nina Whitehurst
Nina Whitehurst
PREMIUM
Answered
  • Probate Lawyer
  • Crossville, TN

A: She does not have to designate a beneficiary for her inheritance in order to receive her inheritance. She can receive her inheritance and then later designated beneficiary.

Ben Corcoran
Ben Corcoran
PREMIUM
Answered
  • Probate Lawyer
  • Yadkinville, NC
  • Licensed in North Carolina

A: Ms. Whitehurst is correct and this does sound suspicious. The only thing that I would say is that setting up a beneficiary to an inherited IRA or stocks is part of the normal setup process, but absolutely can be skipped.

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