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Personal Consumer Issues • Wills gone missing

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What type of inheritance are we talking about? If they're in a bank or brokerage, the will almost doesn't matter. What matters is the list of beneficiaries on file with the bank/brokerage.
In the one instance, the daughter (only child) and grand daughter (only child) inherited $250k each because they were listed as beneficiaries on retirement accounts. They did not get the house and contents (worth an estimated $750k) because (and this is speculation) the sister not in the new will was visiting (from out of state) and was there when the brother passed away. She rummaged through everything in the house and took what she wanted before anyone else got there. If she found an old will, she shredded it. Again...speculation.

Statistics: Posted by michaeljc70 — Thu Aug 29, 2024 9:05 pm — Replies 10 — Views 423



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