I’m the beneficiary of my step dad’s Calpers retirement and which is not written in the trust left solely to me other family members feel they should get some too and I feel otherwise legally can I keep the money

My stepdad told me while in hospice I was taking care of him that I will I’ll be getting a check in that I deserve the money

Asked on September 29, 2017 under Estate Planning, California


M.D., Member, California and New York Bar / FreeAdvice Contributing Attorney

Answered 3 years ago | Contributor

A retirement account is not part of a decesaed's estate. Rather, it passes directly to the named beneficiary. Accordingly, any beneficiaries or heirs of the estate have no legal claim on such money. Bottom line, you can keep the proceeds in the account if you choose.

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