kathy22152
Junior Member
What is the name of your state?What is the name of your state? California
My father passed away in CA after living in Nevada for 5 years. His will and trust were drawn up in Florida. I am executor of the will and trustee of the trust. He thought all of his assets were covered under the trust. Unfortunately the bank in Florida where he opened 2 accounts says that one of the accounts is not under the trust although I have documents of his asking the bank to put both accounts under the trust. I have been searching for the easiest and least expensive way to remove this $2188. from the bank.
I cannot use the "disposition of personal property w/o administration" form suggested by the Florida courts because the cost of the funeral did not exceed the amount of money I am trying to recover. Now either a "summery od administration" or "ancillary petition" form has been suggested but these forms cost money to obtain and file and I am not sure if either form is what I need anyway.
Should I just "write it off" as the bank manager suggested or hire an attorney and spend all the money in the account trying to obtain the money?
Also, there is a safety deposit box in Nevada. I have the keys. Is being trustee and executor enough to gain access to this box? The bank manager is no help. He asked if I had power of attorney ( I do) but I thought this was only helpful before my dad died. Thank-you
My father passed away in CA after living in Nevada for 5 years. His will and trust were drawn up in Florida. I am executor of the will and trustee of the trust. He thought all of his assets were covered under the trust. Unfortunately the bank in Florida where he opened 2 accounts says that one of the accounts is not under the trust although I have documents of his asking the bank to put both accounts under the trust. I have been searching for the easiest and least expensive way to remove this $2188. from the bank.
I cannot use the "disposition of personal property w/o administration" form suggested by the Florida courts because the cost of the funeral did not exceed the amount of money I am trying to recover. Now either a "summery od administration" or "ancillary petition" form has been suggested but these forms cost money to obtain and file and I am not sure if either form is what I need anyway.
Should I just "write it off" as the bank manager suggested or hire an attorney and spend all the money in the account trying to obtain the money?
Also, there is a safety deposit box in Nevada. I have the keys. Is being trustee and executor enough to gain access to this box? The bank manager is no help. He asked if I had power of attorney ( I do) but I thought this was only helpful before my dad died. Thank-you