Legal Question in Family Law in Pennsylvania
My minor son is a beneficiary to my deceased aunt's retirement fund. The insurance company says that in order to claim the money, I have to establish guardianship with the county court. Why do I need to do this if I am the birth mother? Should I hire an attorney? I reside in PA
2 Answers from Attorneys
If they say you have to do it or they won't give you the money than it looks like you don't have much of a choice. That said I bet you it wasn't the insurance company's lawyer that said that. So find yourself a lawyer who handles estates and guardian ships and see if he agrees. If he does ask him if he'll do the required paperwork.
{John}
It is required because the funds belong to the child....usually, they do not want a parent to be the legal guardian for that purpose. It is not an extensive or expensive proceeding.
What county are you in?
Call me if you like. Good luck!
Saul H Segan Esq
215 732 4000
www.saulhsegan.com
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