Jump to content

Beneficiary or will?

Recommended Posts

My  father passed away 10/18. He had a bank account he kept hidden from my mother and listed my sisters and I as beneficiaries. In the copy of his will he listed his assets which included the aforementioned account. He then wrote "to be split equally between my sisters and I after his and my mothers death" he then signed and dated. 

My question is does this nullify the beneficiary designation? or does that still hold up? We know the account was hidden from my mother because the statements were going to a P.O. box.

Share this post

Link to post
Share on other sites

The beneficiary designation overrides the will, so you all can go to the bank today and get your money.


The will has no effect on this bank account.


Does he have other assets?  Is the will going to be probated?  Is your mother going to get anything from this estate?

Share this post

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Create New...