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[quote=Anonymous]Many of you are missing the fact that this was some kind of an investment account. If Grandpa had paperwork on file with the broker that directly named beneficiaries of the account, then the declaration would supersede the will. Just because Grandpa left his estate to both kids doesn't mean the investment account was set up the same way. For example, my dad named me direct beneficiary of his investment account and told me to "do the right thing." It was a horrible estate plan, but it is not uncommon. He thought he was being smart because those assets bypass probate. In reality, it created a colossal mess. OP's situation may be the same. Grandpa might not have intended this money to go to both kids, or maybe he did. Who knows, but in any event, it is not a black and white issue. [/quote]
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