<i>Long deceased parents named as beneficiaries? Were there contingent beneficiaries? If not, you need to read the documents involved with the annuities. The benefits may have reverted to the estate if there is no living beneficiary or contingent beneficiaries.</i><p>Mercifully, yes they will revert to the estate. All the papers were in the safe deposit box.
Under no circumstances will A be shorted the $ bequeathed.
My main concern was seriously short-changing the charities, as I believe the gentleman who passed away wanted them to receive more than what will remain.
more so he had more to give them.
Just kidding. From what you have written it would appear he was more
concerned with A B and C recieving some
specific amount or gift with charity recieving what was left. If he wanted his charities to receive a specific amount he should have writtten his will differently.
Of course any legatee can refuse part or all of what was gifted to them in the will. That would then revert to the estate and if all other specific gifts were paid out, the charities would recieve the additional money.
My recollection was correct. The gentleman's bill for drafting the will was $350, for two consultations and the drafting. The Hours and Rates columns were blank, with just a round $350 charge. No one was considering it a matter of malpractice, for the record, just a question of regular common sense.
Thanks again to everyone and to "bump" this thread for background for the next question I posted.