Legal Question in Insurance Law in Pennsylvania

1 1/2 yrs ago mom removed 1 of 4 beneficiaries from ins policy. This was done at her financial institution by her advisor. Papers were faxed signed dated winessed. Mom passed come to find out the ins company never updated the change. They marked papers modified but because a box marked primary or constiuant they said they did not make change. all 4 were already primary benificiares the change was to remove 1 person. I have papers that were faxed as well as originals and the financial rep she went to. we do not agree that the 4 party should still be a benificiary they are telling us to settle this ourselves but it would not come to if they honored moms request. The 4 party has had no comunication with mom or the other 3 in over 4 years


Asked on 9/09/10, 7:21 am

2 Answers from Attorneys
Solomon Weinstein Solomon Weinstein, Esquire

I would advise you contact an attorney to review the Insurance modification paper and other papers. call If you would like to schedule an appointment with my office to review the matter.

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Answered on 9/14/10, 8:29 am
Joseph Comerota

You should consult with an attorney to review the changes your mother made to the insurance policy. Many attorneys offer a free initial consultation. One of the many things you will need to consider is whether someone at the financial institution was negligent in carrying out your mother's changes.

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Answered on 9/14/10, 10:27 am


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