What is the name of your state? CA
In this case there is a Will that is dated after marriage.
Will bequeaths 401k (which was started before marriage, and contributed to during marriage) and other assets to daughter.
There is no beneficiary form on file for the 401k.
401k institution sent claim forms to surviving spouse, and those are being filed by spouse.
Probate has just been filed for other "Seperate Assets". Would the daughter have any claim to the 401k based on the Will? Should it be added to the Inventory & Appraisal of the Probate?
Thanks for any help.What is the name of your state?
In this case there is a Will that is dated after marriage.
Will bequeaths 401k (which was started before marriage, and contributed to during marriage) and other assets to daughter.
There is no beneficiary form on file for the 401k.
401k institution sent claim forms to surviving spouse, and those are being filed by spouse.
Probate has just been filed for other "Seperate Assets". Would the daughter have any claim to the 401k based on the Will? Should it be added to the Inventory & Appraisal of the Probate?
Thanks for any help.What is the name of your state?