QUESTION
Dad died left me beneficiary to his retirement.
Asked on Jul 15th, 2014 on Wills and Probate - New Jersey
More details to this question:
"Apparently" left a letter that was signed and dated but no witnesses to this letter which is in the hands of someone who the letter claims to be receiving funds to which I am the 100% beneficiary of and this person is hitting me up for money. Is this even legal?
1 ANSWER
2 Awards
If your father left you as the beneficairy of his retirement account then your name must be on the account as beneficiary. If you know what the investment company is, or where the funds are held, contact the company directly to determine if you are on the account. If you are not named as the beneficiary, and no one else is named, the monies may go into your father's estate.
Answered on Jul 16th, 2014 at 5:41 AM
Diana L. Anderson, Certified Elder Law Attorney This response is not legal advice and does not establish any form of attorney/client relationship