Personal Finance (Not Investing) • Beneficiary challenge a designation percent

While “interviewing” estate lawyers for their services, one person suggested that it’s possible a contingent beneficiary could challenge the beneficiary designation percentage(s). This seemed quite unlikely to me, given that firms such as Fidelity and Vanguard would strictly follow the account holder’s established beneficiary assignments.

Has anyone had this type of situation, and if so how was it resolved?

Thank you,
PoemMan

Statistics: Posted by PoemMan — Fri Feb 09, 2024 9:20 pm — Replies 4 — Views 376

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