Many years back I had an attorney create a trust and a will for me. I no longer want my assets to go to the beneficiary of my current will. I'm in CA. I am going through a lot in these next couple years and do not have time to visit an attorney to revamp the will, but having it unchanged in the...
Participant died in the middle of two 401k rollover distributions and the checks have yet to be deposited into an IRA. Checks dated days just prior to passing. Beneficiaries are designated correctly, however claims to the benefits have yet to be settled. Estate matters would work in the...