Challenging a Designation

A designation can be challenged for a number of reasons. Perhaps the owner did not have the mental capacity to make or change a designation.  Perhaps the owner was subject to fraud or undue influence. In some states, a spouse may have rights to a portion of the policy benefits.  It is critical to obtain advice from an experienced life insurance attorney early in the process.  We will evaluate your claim to determine if you have a viable claim to challenging a beneficiary designation. We offer various fee options, including a standard hourly arrangement or a contingency fee option where you owe no fees unless there is a recovery of benefits. 

The Designated Beneficiary?

It is frustrating to hear from the life insurance company that they are not going to pay you because of a challenge. The insurance company has a legal right to investigate and then file an interpleader lawsuit to let a court decide the proper beneficiary.  Sometimes, an experienced attorney can help resolve a challenge before the interpleader.  Other times, a legal battle is necessary.  We evaluate the merits of a challenge and hep you navigate the pitfalls of litigation. Our experience in both defending and challenging designations is complimented by our understanding of the litigation process. Litigation is stressful, but an empathetic and guiding counsel will help you through the turmoil. We offer various fee options, including a standard hourly arrangement or a contingency fee option where you owe no fees unless there is a recovery of benefits.