Legal Question in Wills and Trusts in California
verbal beneficiary
my aunt passed away and a few days
before she stated in front of her
lawyer and her sister (the trustee)
that i was the beneficiary of her life
insurance policy. When i called the
company the said it changed when
she retired 5 years ago but i was on
it before that. Now it goes in her
trust. Is there anything I can legally
do?
Asked on 7/01/08, 10:38 pm
1 Answer from Attorneys
Mitchell Roth
MW Roth, Professional Law Corporation
Re: verbal beneficiary
Verbal wills are not valid. But, her lawyer's failure to prepare a written change of beneficiary document for your aunt to sign may well be malpractice/breach of contract. It the policy was a large one, I'd think it worth a lawsuit against the attorney.
Answered on 7/05/08, 3:04 pm
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