Jackie B; Whittier, CA

Jackie B; Whittier, CA

We located an insurance policy that listed the owner’s estate as the beneficiary. The policy holder passed away in the mid eighties, and the holder of the funds had not been able to find any heirs, so the funds were left unclaimed. When we started working on the account, it came to our attention that the policy holder was still married when he passed away. We were able to contacted Mrs. Jackie B., the surviving spouse of the decedent. She was very surprised to hear of her long deceased husband’s life insurance policy, dating back some 30 years ago. We filed a successful claim on her behalf, and she received the funds shortly thereafter.

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