Letter Directing Beneficiary Change Was Substantial Compliance with Policy

Letter and other documents signed by decedent showed his intent to change the ownership and beneficiary designation of a life insurance policy owned by his insurance trust and was “substantial compliance” with policy requirement that changes be made on insurance company forms. Rothstein Trust (No. 1), 11 Fid.Rep.3d 162 (Bucks O.C. 2021); Rothstein Trust (No. 2), 11 Fid.Rep.3d 169 (Bucks O.C. 2021), aff’d, 763 EDA 2021 (Pa. Super. 1/12/2022) (non-precedential).

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