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Richard, Attorney
Category: Estate Law
Satisfied Customers: 55294
Experience:  29 years of experience practicing law, including tax and estate planning.
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My father passed away almost 3 years ago. Before s death any

Customer Question

My father passed away almost 3 years ago. Before his death any unbeknownst to me he named me as the beneficiary on his policies. My mother is now claiming that the money ( about $60,000) is hers and she only had the policy changes to my name to reduce her assets. Her lawyer wants me to repay any money I used from the proceeds. Do I have to repay?
Submitted: 1 year ago.
Category: Estate Law
Expert:  Richard replied 1 year ago.

Good afternoon. My name is ***** ***** I look forward to helping you.

You do NOT have to repay this. You were the named beneficiary and the policy gets paid directly to you outside of probate. So, it makes no difference what your dad's will might have provided because when there is a named beneficiary on a life insurance policy, the proceeds get paid to that beneficiary no matter what the will says and no matter what your mom may now claim. She and her lawyer may wish you would give her this money, but you certainly have no legal obligation to do so!

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