alienwatcher
Junior Member
My brother passed away a few years ago. He did not have a will. He had a retirement account with about $200,000 in it. My mom became the executor of his estate & the money went to her, or so I understood. A year later, my mom passed away, & then my sister-in-law showed me this paper with her name as the beneficiary to my brothers money. I, being dumb, believed her. She sent the paperwork in, but the company denied her request for the money. She then asked me to sign & notarize a paper stating that I said it was OK for her to have the money. I still thought she was the legal beneficiary. So I did. She apparently tried again & was denied the money, & she tried to get me to sign more papers, to which I refused. Is is true that if a person is the beneficiary to a will, no one has to sign any papers saying it is OK for them to receive the money? I think that is true based on the fact that my cousin was the beneficiary to my mom's life insurance money & I didn't have to sign any papers saying she could have that money. As far as I know, she got the money. She never contacted me asking me to sign papers saying it was OK for her to have the money. Any help with this would be appreciated.