Do I Need an Estate to Transfer a Sibling's Pension? | NC

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Q: Do I need to open an estate to transfer a deceased sibling's pension to myself? A: Maybe not. If the pension plan has a valid surviving beneficiary listed, the plan usually pays that person directly through its own claim process. In that situation, opening an estate is usually not needed for that pension. The first step is to contact the pension administrator. Ask whether a beneficiary is on…