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re: Legal advice - 403(b) plan

Posted on 3/28/24 at 4:06 pm to
Posted by Shepherd88
Member since Dec 2013
4603 posts
Posted on 3/28/24 at 4:06 pm to
Depending on the balance.. you may can have a small estates affidavit signed to bypass estate. Louisiana estate is kinda weird but if they won’t accept that then you’ll have to proceed with probate.
Posted by CajunInFL
New Orleans, LA
Member since May 2007
1962 posts
Posted on 3/28/24 at 4:11 pm to
Probate and order of possession has been signed off by a judge and filed in court.

We presented the order to LFG and they are still saying they are going to go with the plan documents and making the distribution to the estate.
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