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Personal Finance and Investing

Phoenix61

(17,861 posts)

5. Talk to who ever has the account.

Reply to Maraya1969 (Original post)

Thu Feb 6, 2020, 05:21 PM

Feb 2020

That’s odd. It sounds like he opened a joint account. You can contact the trust lawyer and ask but I understand why you may not want to do that. I have no idea why their name is on the account but it doesn’t seem like it should be. Can you contact whoever has the account?

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I have a question about a trust set up many years ago by my parents. [View all] Maraya1969 Feb 2020 OP

The funds should 'automatically' cut in half, edited elleng Feb 2020 #1

You're definitely not sounding greedy Rorey Feb 2020 #2

You need a lawyer, and not one recommended by your brother. enough Feb 2020 #3

If you are a senior you might be able to get free demosincebirth Feb 2020 #4

Talk to who ever has the account. Phoenix61 Feb 2020 #5

I have a feeling if I contact the company they will not even listen or talk to me because Maraya1969 Feb 2020 #6

Well, you could tell them you just wanted to make Phoenix61 Feb 2020 #7

That's a good point. Thanks. Maraya1969 Feb 2020 #8

BENEFICIARY of a TRUST is an IMPORTANT person, elleng Feb 2020 #10

Thank you! I'm going to contact them tomorrow. Maraya1969 Feb 2020 #11

GOOD! elleng Feb 2020 #12

If I may...... A HERETIC I AM Feb 2020 #9

Thank you so much for all this information. I feel much relieved after Maraya1969 Feb 2020 #13

Best of luck..... A HERETIC I AM Feb 2020 #14

You really do want to talk to an attorney who does wills and trusts. PoindexterOglethorpe Feb 2020 #15

Thank you so much. My brother emailed me back and suggested I talk to the same Maraya1969 Feb 2020 #16

Call the local bar association, explain the situation and ask if they know of any pro-bono JudyM Feb 2020 #17

My brother had put his daughter as successor trustee. I don't know if that is still Maraya1969 Feb 2020 #18

Good luck! JudyM Feb 2020 #19