Are stocks part of an estate.

My Aunt passed away
She had stock her friend got most of her stock?
I don’t think thats right..
I was her nephew,

I got a very small percentage
she redid her will in 2012 at 92 years of age……………..
I don’t think this is right.
Can I see the will or wills past and present
Is this legal?
thanks

Asked on April 20, 2016 under Estate Planning, California

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 4 years ago | Contributor

EVERYTHING owned by the decedent (the person who passed) is part of the estate except for (1) property owned jointly (e.g. jointly owned real estate; a joint bank or brokerage account), which goes to the surviving joint owner; and 2) pensions or life insurance or annuities, where is a designated beneficiary, which go to the beneficiary.


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