Legal Question in Wills and Trusts in California

My step-father passed away and my mother is the trustee of his living trust.his adult daughter was named as beneficiary on a life insurance he forgot about can my mother collect?

Asked on 6/25/13, 12:25 pm

2 Answers from Attorneys

Scott Jordan Dunning Law Firm

No, since his daughter was listed as a beneficiary, the money is hers.

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Answered on 6/25/13, 12:33 pm
Anthony Roach Law Office of Anthony A. Roach

I agree with Mr. Jordan. Unless the trust is named as a beneficiary, the proceeds of life insurance pass outside of trust or probate to the named beneficiary.

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Answered on 6/27/13, 11:09 am


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