Asked 10/20/2008
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Mom's name not listed as beneficiary - but - HIS kids names are listed as beneficiaries If my mom's name was not listed as a beneficiary - but HIS kids were listed as beneificaries - is there anything we can do? He (step-father) used their joint account and HIS own PRIVATE account to buy and sell investments without her knowledge. When she would ask him questions, he would only tell her very little and he even charged some funds using their credit cards.
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Answer 1/1 - Submitted 4/3/2009
If his decision as to the dispensation of his assets to his children only was in his will you can only sue the estate. You need to locate a probate attorney first consultation may be free, and s/he would work on contingency. First the attorney would need to establish that there is case to be won. An official recorded will is usually binding, but if some type of deceit was involved there have been cases where wills have been 'overturned'.
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