Quote Quoting pacnw
View Post
My question involves estate proceedings in the state of: CA

My mother had a pension, unbeknownst to us, that they contacted her about.

I am named the beneficiary on their records.

My mother was unmarried at the time of her passing.

She completed the forms, but did not receive any payment, she chose the lump sum, before she passed. The company says because she initiated a payout, but died before the process was completed, I am NOT entitled to the benefit as a non spouse beneficiary.

I cannot find an attorney or legal firm in my area, Eastern Washington state, that has any experience in this type of case.

Any help is appreciated.

Thanks
Are they indicating that they do not intend to pay out the lump sum to her estate? I agree that they should not pay you anything, but they should pay out the lump sum to her estate since she initiated that.