Legal Question in Wills and Trusts in California

Will Fraud

My Grandmother on my mom side had 3 daughter died 3 months ago my mother was named in her will died 6 months ago. My sister and I are listed as alternate beniferies as named as grandchildren. My Aunt is the excutor and named in the will and she has divided a life insurance check between herself and my other aunt leaving out my sister and I. Is this a violition of civil, crimal law, or both? thank you


Asked on 4/28/07, 12:28 am

2 Answers from Attorneys

Scott Linden Scott H. Linden, Esq.

Re: Will Fraud

It depends on the way the life insurance was to be paid out, but there is the possibility of fraud and liability.

Life insurance is generally outside the realm of an estate or Probate because the policy itself contains named beneficiaries. However, if the named beneficiary was her own estate to be paid out in accordance with the terms of her will, then, yes, you have a valid argument. A further review of the policy and the will would be necessary to be more precise.

Please take a moment to learn a little more about Wills, Trusts and Probate on our firm's site, No-Probate.com. When you are ready, feel free to contact our office to set up a free consultation where the details of your situation can be discussed in private.

Yours Truly,

Scott Linden

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Answered on 5/02/07, 5:54 pm
Jeb Burton The Burton Law Firm

Re: Will Fraud

It depends. There are a lot of factors at play here, not least among them that life insurance can pass outside of probate and not be covered by the will. It depends on how things are set up. I would recommend you see an attorney, bring in a copy of the life insurance (if you have it) and a copy of the will. There is a good chance that you and your sister are entitled to split one third of the check. On the other hand if the insurance policies name your aunts as beneficiaries and not you and your sister, they might be completely within their rights.

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Answered on 4/30/07, 12:18 pm


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