Legal Question in Wills and Trusts in Texas
beneficiaries vs will instructions
Does being named as beneficiary on investments supercede will instructions concerning those investments?
Asked on 12/22/06, 4:09 am
2 Answers from Attorneys
Peter Bradie
Bradie, Bradie & Bradie
Re: beneficiaries vs will instructions
As a general rule, investments pass by contract to the named beneficiary and pass outside the estate set through the will. However, without competent counsel reviewing both the document naming a beneficiary and the will itself, your specific question cannot be answered.
Answered on 12/22/06, 12:48 pm
James Grissom
Law Office of James P. Grissom
Re: beneficiaries vs will instructions
Without reviewing the document your asking about, it's almost impossible to answer your question.
Answered on 12/22/06, 7:41 am
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