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Protecting Your Legacy

Loved ones may need probate litigation due to document mistakes

Some Texas residents may be unaware of the seriousness of estate planning mistakes. In fact, some people could find that they cannot obtain a deceased loved one's assets because a certain form was not filed correctly. Though probate litigation may help in these cases, it can be long and difficult. Additionally, some people may not have the ability to continue fighting.

Unfortunately, one woman in another state was stuck in this type of harrowing ordeal. According to reports, the woman and her husband had intended for her to act as the beneficiary for his employment pension that he was set to receive from his position at a university. Before the man's death, the pension funds had reached nearly $1 million, which the couple believed would help the woman address her medical needs due to multiple sclerosis and other necessities in the event of her husband's death.

The man died in 2016, but the woman was unable to receive the pension benefits because the university claimed that they did not receive a necessary form that designated her as the beneficiary. The woman took legal action, faxed all of her husband's estate planning documents to the university and took other steps, but her case did not have the desired results. She did not have the financial ability to keep up the legal fight, and she feels that she is having to surrender.

This woman's case is certainly heartwrenching and clearly shows the hardships that can result from estate planning mistakes. If Texas residents find themselves in similar predicaments, they may wonder about their own legal options. Probate litigation may be a possibility depending on the circumstances, and discussing their specific cases with legal professionals may help them find the best options for their concerns.

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Aldrich Law Firm, PLLC

Aldrich Law Firm, PLLC
8700 Crownhill Blvd.
Suite 200
San Antonio, TX 78209

Phone: 210-418-1150
Fax: 210-598-7221

8700 Crownhill Blvd. | Suite 200 | San Antonio, TX 78209
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