02 Jul Mathew A; Montbello, CA
Matthew and his siblings were entitled to their late mother’s intestate estate. Several accounts that had been unaccounted for, surfaced years after their mother’s passing listing her as a beneficiary. One of 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. The account had an additional name listed as a beneficiary, it turned out that this name was a mix up of a first and last name from two of the other beneficiaries, but this beneficiary never existed. We were able to untangle and clarify the correct identities of all beneficiaries, and one of them was Matthew and his siblings’ mother. We could now file a claim for the their late mother’s estate and prove that we had located all rightful heirs to the estate. The claim was successfully approved and paid out.