Randolph Township, NJ asked in Estate Planning and Banking for New Jersey

Q: How can a 6yr old who was named beneficiary of an account claim the money without a death certificate?

The deceased family is unhappy with how the deceased decided to disperse her money, and we believe may not share the death certificate with us to claim whatever she named my son beneficiary to. She was a family friend, but of no direct relation to my son. Is there a way to obtain this without a death certificate? We prefer not to take legal action.

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