My aunt named me as her beneficiary for employer life insurance in 1993. I have a signed and sealed form to prove it. She has passed on. In the meantime, the insurance carrier changed. The new carrier says that they have no beneficiary from her. Instead of paying me, they plan to pay the estate. It's a small amount, but she definitely intended it for me alone.
Does her last written, notarized form have any weight?
2 Answers from Attorneys
It may. Do you have any of the original documents? I have handled a number of these cases, I need to ask you questions. You can call me anytime.
You might be right, the insurance money might belong to you. I would need to see the documents to be able to answer the question.
Call me and I will see what I can do for you. 201 820 3460.