Follow
Share

My siblings are beneficiaries on the annuity with myself. I still have access to all the accounts and would like to take a couple of thousand to pay myself lost wages when I had to leave work to do things for her. My siblings don’t care and are happy to get any money leftover when we cash out the annuity. Am I allowed to write myself a check?

Yes, if you are on the account. If not, then its part of her estate. I guess no Executor? If not, call probate and see what you need to do to be able to close the acct down. May just have to sign an affidavit if Moms estate is under a certain amt of money.
Helpful Answer (1)
Reply to JoAnn29
Report

Ask a Question

Subscribe to
Our Newsletter