my dad recently died and i think he left me some money on a

by crsecy05 » Wed Feb 23, 2011 04:27 am

my dad recently died and he left me some money but my step mother is not a help...

Total Comments: 2

Posted: Thu Feb 24, 2011 01:42 am Post Subject:

Left money in what capicity?

If life insurance or financial product with a named beneficiary like IRA, annuity, or qualified retirement plan, then all you need to do is contact the plan sponsor or insurance company and provide proof of death, death certificate.

If it's money sitting in a savings account, then you'll have to go through the probate process assuming there is a Will.

Posted: Thu Feb 24, 2011 12:14 pm Post Subject:

Yes, once the validity and genuineness of the will is proven, it gets admitted to probate as per instructions from the court. It becomes a public record only after probation.

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