Mathew A; Montbello, CA

Mathew A; Montbello, CA

Matthew and his siblings were entitled to their late mother’s estate, several accounts that had been unaccounted for surfaced years after their mother’s passing listing her as a beneficiary. The accounts had several beneficiaries listed, but due to a clerical error when the accounts were first opened it wasn’t clear who the surviving beneficiary was. One of the accounts had an additional name listed as a beneficiary that never existed, we worked closely with the holder and we were able to clear up all discrepancies associated with the account to prove that we had located all rightful heirs and beneficiaries.

 

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