I live in Washington State. My dad died and left me and my sister as beneficiaries. My dad had three cds, one naming me and my sister as beneficiaries. (she did receive half). The other two had me listed as sole beneficiary. I am the executor of the will. My sister died before I closed out all of his accounts. He also had a checking account. Now my sisters adult children want half of his checking account and half of the two cds which names me as sole beneficiary. What should I do?
1 Answer from Attorneys
Presuming the will stated the rest of your dad's estate (including his checking account) would be divided 50/50 between you and your sister and her heirs, then her heirs (children) have a 50% interest in the checking account.
The CDs with you listed as the sole beneficiary are for your sole benefit, not your sister's heirs.