How do I find out the beneficiary on my late father's accounts? 6 Answers as of October 28, 2011
My Father passed away, leaving many checking and savings accounts only in his name. The banks will only talk to the named beneficiary on the account, how do I, as the spouse, find out who is the beneficiary on those accounts? Thank you.Free Case Evaluation by a Local Lawyer!
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Free Case Evaluation by a Local Lawyer: Click hereGoldsmith & Guymon | Dara Goldsmith
If you identify yourself and you are the beneficiary, they will advise you of the same. If you are not the named beneficiary, they will not tell you who is the beneficiary unless you obtain an Order from the Probate Court authorizing you as a Special Administrator to determine the status of those accounts. You must open an estate and file papers with the Court to accomplish this. It is possible that there is no named beneficiary or that the Estate is the beneficiary. You should probably address this issue with a probate attorney. We provide a free hour consultation on Nevada probate matters. You will meet with an attorney who will answer questions, assess your situation and provide you with options to consider.
Answer Applies to: Nevada
Replied: 10/11/2011
The Law Offices of Laurie E. Ohall, P.A. | Laurie E. Ohall
You can call the bank, and if you are the beneficiary on the account, they will tell you. They will not voluntarily provide the names, however, if you are not listed as a beneficiary of the account.
Answer Applies to: Florida
Replied: 10/11/2011
Wiegandt& Doubles | Malcolm Doubles
Once you qualify to administer his estate, the bank is required to provide you with that information. d.
Answer Applies to: Virginia
Replied: 10/28/2011
Ashman Law Office | Glen Edward Ashman
Most bank accounts don't have beneficiaries. If you were on a bank account, you'd know, as you would have signed the account agreement at the bank.
Answer Applies to: Georgia
Replied: 10/28/2011
Minor, Bandonis and Haggerty, P.C. | Brian Haggerty
This question is killing probate attorneys all over the state. If you have reason to open a probate, then as personal representative you will have a right to this information (although you or your attorney will still have to argue with some banks). If you are not probating the estate, then only the named beneficiary is going to get this information. Basically, it's a lottery and everybody ask for the money until somebody wins.
Answer Applies to: Oregon
Replied: 10/11/2011
Harville-Stein Law Offices, LLC | Dean D. Stein
That will vary by institution. Most will at least tell you if you are the named beneficiary. If not, you may need to be the personal representative of the estate or have that person inquire for you.
Answer Applies to: Alabama
Replied: 10/11/2011







