What is the name of your state? Texas. I am the executor of and estate/trust and was told that there is supposed to be a $25,000.00 death benifit attached to an annuity owned by the deceased person and her son is the benificiary. When I contacted the broker he forwarded me to his secretary. When I asked her about it she said she didn't know anything about it. They later sent me information about 2 annuities in the deceased that must be colledted by Nov. 16 or they will be rolled over. in the cover letter from the company that holds the annuities it refers to the broker as the benficiary. Due to past problems the deceased had with her broker I concerned that he made himself beneficiary. He was sending copies of her monthly reports to her daughter behind her back and when she confronted him and said she was taking her business elsewhere the broker told her that her son would lose the death benefit if she moved her account. Now no one seems to know about this death benefit. I have an estate attorney but he seems to be too busy to look into the matter. What steps should I take to settle this matter? How do I find out if there was a death benefit or if the broker got it?
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