Bakersfield, CA asked in Probate for California

Q: Requesting information about being a non-spousal beneficiary on the life insurance plan of my deceased ex-partner.


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1 Lawyer Answer
Gerald Barry Dorfman
Gerald Barry Dorfman
  • Probate Lawyer
  • Mill Valley, CA
  • Licensed in California

A: This is the type of detailed information you should not be posting on the Internet. Just by way of example, assume you have a right to both, but there is strong possibility one or more relatives may file suit. One good outcome would be to disclaim the 401K in exchange for a release for all claims from all potential litigants. Letting the entire world know your bargaining position (which you do by posting on the Internet) is not at all conducive to that negotiated resolution. Since there is apparently a decent amount of money involved, arrange a detailed document review and consultation with a competent attorney, so you can explore all your options privately.

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