Legal Question in Wills and Trusts in Georgia

Stock Distribution of Deceased

As an adult child of the deceased, if listed as a co-beneficiary of a stock plan of the deceased, how would I retrive any entitlement from the spouse of the deceased (no will, only beneficiary and percentage of stock on stock option plan.?


Asked on 6/23/99, 4:46 pm

1 Answer from Attorneys

Hugh Wood Wood & Meredith

Re: Stock Distribution of Deceased

All replys are subject to the terms on our web page. It would appear that you are entitled to the $ by the contract between the Pension Plan Administrator (PPA) and the deceased. If you will contact the PPA and submit a certified copy of the death cert. and some sworn evidence that you are, in fact, the named beneficiary, the PPA should simply pay you. Hugh Wood

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Answered on 6/30/99, 2:54 pm


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