Does claiming a John Hancock policy require probate?
I am the surviving spouse and sole beneficiary of my husband's estate and I understand that there is no reason to go through probate. is that correct?
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Ok then there is no need for probate since the policy may be claimed with the affidavit.
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Small Estate Affidavit
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I am the surviving spouse and sole beneficiary of my husband's estate and I understand that there is no reason to go through probate. is that correct?
Lexi, Chatbot
I'm sorry to hear about the loss of your husband. Can you tell me if he had a will in place?
Yes we made our wills together and I left everything to him and he left everything to me.
Lexi, Chatbot
Do you know if all of your husband's assets were jointly owned with you or had beneficiary designations?
All jointly owned except for one small John Hancock policy that he originall left to his parents who passed in 1979 and 1989. In our notes he had that listed as coming to me but John Hancock company asked for a small claims affidavit to be attached which I just filled out online for Alabama.
Lexi, Chatbot
Is there anything else the Estate Lawyer should know before I connect you? Rest assured they’ll be able to help with probate avoidance.
no
Jessica B
Thank you for choosing AskaLawyer! My name is Jessica and I am a licensed attorney that will be assisting you with your question.
I am reviewing your question and will be providing a response momentarily.
I am so sorry for your loss. Is the only asset in sole name the John Hancock policy?
No, His parents were beneficiaries in the original but they passed away in 1979 and 1989 so they asked that I send a Small Estate Affidavit with their claim forms
Jessica B
Ok then there is no need for probate since the policy may be claimed with the affidavit.
thank you!
Jessica B
I hope I was able to help resolve your issue! If you have any other questions, feel free to ask.
Jessica B
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