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Asked in CA May 26, 2022 ,  0 answers Visitors: 1

401K account

Father died intestate, no named beneficiary on 401K account. Small estate and I am legal successor. Does this account have to go through probate? If so, can I find out the amount for court paper purposes?

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4 Answers

Anonymous
Reply

Posted on / Apr. 08, 2007 11:52:00

Re: 401K account

Under California law, if there is no named beneficiary on a qualified account (e.g. 401k), a probate may have to be opened to collect the account, unless the entire estate is valued at less than $100,000. In that event, there may be a much easier method to collect estate assets. If you would like further information, don't hesitate to contact our office at [email protected]

Good luck to you.

Anonymous
Reply

Posted on / Apr. 08, 2007 11:52:00

Re: 401K account

Under California law, if there is no named beneficiary on a qualified account (e.g. 401k), a probate may have to be opened to collect the account, unless the entire estate is valued at less than $100,000. In that event, there may be a much easier method to collect estate assets. If you would like further information, don't hesitate to contact our office at [email protected]

Good luck to you.

Anonymous
Reply

Posted on / Apr. 08, 2007 11:52:00

Re: 401K account

Under California law, if there is no named beneficiary on a qualified account (e.g. 401k), a probate may have to be opened to collect the account, unless the entire estate is valued at less than $100,000. In that event, there may be a much easier method to collect estate assets. If you would like further information, don't hesitate to contact our office at [email protected]

Good luck to you.

Anonymous
Reply

Posted on / Apr. 08, 2007 11:52:00

Re: 401K account

Under California law, if there is no named beneficiary on a qualified account (e.g. 401k), a probate may have to be opened to collect the account, unless the entire estate is valued at less than $100,000. In that event, there may be a much easier method to collect estate assets. If you would like further information, don't hesitate to contact our office at [email protected]

Good luck to you.

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