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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Amazing - so many armchair lawyers even though none of you have seen the will or the transfer on death/designated beneficiaries forms on the investment account or even know what state the OP lives in.

OP - the one thing everyone can agree on is that the executor screwed up royally.  How does one overlook a $50k asset?  [/quote]

We are not armchair lawyers, we are answering the question from the set of facts given.  Isn't that the point of OP starting a thread?  What's the point otherwise?[/quote]

UM, this is DCUM. Most are actual attorneys or at the very least, have been through this and managed to learn the pertaining laws (not that hard, sorry, you don't need a JD to know these answers!)[/quote]Then please post a link where the Grandpa's will and investment account paperwork is posted, because the answer really does depend on what those documents say.

My dad's will specifically said that if any of his kids predeceased him, their portion did NOT go to the heir's surviving spouse or children; it was divided between the other siblings.  He provided for his grandkids separately.  So anything could be in that paperwork.[/quote]

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