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How do you go about finding out if you were a beneficiary on a policy or will? It uncle passed away three months ago, and I have not reached out to his executor, who is his cousin, about the situation. My mother said to me on a call when he passed away, that he left both of us something but she was just going to keep it all to use for her funeral expenses someday. She is also in an assisted living and has been for over five years, so, not sure she can even have this sort of thing on hand. They live in Ohio and I am in San Diego. Am I at liberty to reach out to his cousin and pose this question? I have waited three months. Thank you, Kristin
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When a Will is submitted to probate, it becomes a public document. Contact the probate clerk in the county in which your uncle died. Note that some counties have probate records online.
If you know the life insurance company which issued the policy, your mother can present your uncle's death certificate. If she is a beneficiary, the company will respond.
Answered on Jun 24th, 2020 at 5:12 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.