Legal Question in Wills and Trusts in California
My step-father passed away and my mother is the trustee of his living trust.his adult daughter was named as beneficiary on a life insurance he forgot about can my mother collect?
Asked on 6/25/13, 12:25 pm
2 Answers from Attorneys
Scott Jordan
Jordan Law Office
No, since his daughter was listed as a beneficiary, the money is hers.
Answered on 6/25/13, 12:33 pm
Anthony Roach
Law Office of Anthony A. Roach
I agree with Mr. Jordan. Unless the trust is named as a beneficiary, the proceeds of life insurance pass outside of trust or probate to the named beneficiary.
Answered on 6/27/13, 11:09 am