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0 tracked cards Supplemental - Not MEE July 2026

Two weeks before death, Account Owner changed a brokerage TOD beneficiary online from Child to Caregiver. Child alleges that Owner lacked capacity and that Caregiver threatened to withhold medication unless Owner made the change. The brokerage's online process is generally valid if used by a competent account owner acting freely.
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A nonprobate beneficiary designation can never be challenged after death. A nonprobate beneficiary designation can be challenged on grounds such as lack of capacity, undue influence, fraud, or failure to comply with the governing form requirements. A nonprobate beneficiary designation is valid only if witnessed like a will. A nonprobate beneficiary designation is valid only if approved by the probate court before death.

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