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To: woofer2425

I’m a Financial Advisor, 28 yrs.

You need to contest the will.

But fact is, the IRA already had beneficiaries listed on them, as a contract. Same with the annuity.

Any bank or brokerage accounts may have had TOD/POD on them, a contractual beneficiary that supersedes a will and only requires a death cert for processing, not probate. Likewise, the annuity and ira are outside of probate.

I have once seen a successful fight in court on a TOD/POD listing. Stands for Transfer on death, Paid on death, synonymous terms.


111 posted on 10/08/2020 5:21:24 PM PDT by Professional
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To: Professional

How to avoid Elder Fraud video....

https://www.youtube.com/watch?v=xojrpuF7BYE&t


113 posted on 10/08/2020 5:23:21 PM PDT by Professional
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