Queens, NY asked in Estate Planning and Probate for New York

Q: Can you provide me with information on properly completing Proof of Heirship for a friend, a sole heir of her aunt?

I am completing the Proof of Heirship for a fellow church member and friend. Her deceased aunt is listed as beneficiary on an insurance policy where the policy holder recently died. In my discussions with the niece, along with genealogical research on the family, there are three siblings, all deceased. Of the three siblings there was only one with children, the deceased sister who bore two children. I never met the deceased aunt who died in 1999. With the materials I have available and with the information from the niece, am I qualified to make the attestation and if so, what information can I include on the form since it includes a field to indicate the number of years I have known the decedent?

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1 Lawyer Answer
Bonnie Lawston
Bonnie Lawston
  • Probate Lawyer
  • Huntington, NY
  • Licensed in New York

A: If you are not a licensed genealogist, and did not know that the student personally, I do not believe you qualify to sign the affidavit. The attesting person must know the decedent, and have personal knowledge of most of the information if not all. However, genealogist can prepare such a report and affidavit. It also depends on the jurisdiction where this matter is.

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