QUESTION
My father passed away 2 months ago and he has a pension and retirement how do find out if I'm able to get any of that money.
Asked on Nov 03rd, 2017 on Wills and Probate - California
More details to this question:
He has to wait until he was 62 years old and he died 2 days after his 62 birthday h didn't have a will and he servers 30 years in the military in the army reserves
1 ANSWER
Estate Litigation Attorney serving Redlands, CA
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Price Law Firm, APC
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You can check to see if you were named as a beneficiary under those financial accounts. You would call the financial institutions and tell them your name and your father's name. If you are a beneficiary, then you will need a certified copy of his death certificate.
If your father did not name a beneficiary for those accounts, then you may have to file a probate petition to transfer those financial accounts to his heirs.
Answered on Nov 06th, 2017 at 1:31 PM