Case Number: 2021-012203

In Estate Planning / Probate

Client is seeking assistance with a probate matter. Her mother passed away January 2021 due to Covid-19. Her mother did not have a Will and was not married at the time of passing. Client and 3 other adult children are next of kin and there are no disputes over the estate. Her mother used to be a Worker’s Comp case manager and the only asset in the estate is 401k benefits in the approximate amount of $18k. Her mother never included a beneficiary, therefore Client is being asked to set the estate aside as the executor. Client tried to submit an affidavit for small estates but was denied by the organization who holds the funds.

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