<div dir="ltr"><div>Listmates,</div><div><br></div><div>I have a client whose partner of 30 years passed away recently. They were not married. They both lived in New York and Pullman WA. The probate was done in NY and it has since closed. My client lives in Pullman, WA.</div><div><br></div><div>Her partner had an investment account with Fidelity. He listed as the primary beneficiary his children and the second beneficiary my client. Her partner had no children. He had a stepchild from a previous marriage but he never adopted her.</div><div><br></div><div>Fidelity contacted us and said that my client was to receive he funds from Fidelity as her partner had no children. Then the stepchild gave Fidelity an affidavit of descendance and now is trying to get the funds. I had to write a letter to Fidelity to temporary block the funds from being disbursed to the stepchild until a court order is in place. Fidelity won't give me any information whatsoever. I called the attorney for the probate and he did confirm that it was the stepchild that gave Fidelity the affidavit of descendance but he won't give me any information at all either.</div><div><br></div><div>My next step is to seek an order here in WA state to block the funds from being disbursed to the stepchild. Has anyone experienced this before? Any suggestions or comments would be appreciated as to what the next steps are.</div><div><br></div><div>Thanks, <br clear="all"></div><div><div class="gmail_signature" data-smartmail="gmail_signature"><div><font face="arial,helvetica,sans-serif">Jenna Brozik</font></div><div><font face="trebuchet ms,sans-serif">Attorney at Law</font></div><div>Prinz & Brozik PLLC</div><div>445 S Grand Ave</div><div>Pullman, WA 99163</div><div>(509)338-0908 / (509) 338-3527 (fax)</div><div><a href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a></div><div> </div></div></div>
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