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Irwin Law
Irwin Law, Attorney
Category: Estate Law
Satisfied Customers: 7408
Experience:  30+ yrs. handling probate estate, wills, trust, inheritance & real estate related matters
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How about the fidelity investment which is assigned to the

Customer Question

How about the fidelity investment which is assigned to the beneficiaries How do I get hold that use it to pay medical bills then distribute to them
Submitted: 1 year ago.
Category: Estate Law
Expert:  Irwin Law replied 1 year ago.
If the Fidelity fund has a named beneficiary, then the beneficiaries will receive the money, not the probate estate. The beneficiaries would have to voluntarily surrender the money to the estate so the bills can be paid. If the co-op share was in his own name, that may be sold by the estate to pay the estate expenses including your claim for reimbursement of the expenses that you have already paid.
Expert:  Irwin Law replied 1 year ago.
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