What is the name of your state? New York
My father recently passed away and left everything that wasn't joint, in trust for my mom. When I called their bank following SS directions, I was told that my mother would have to come in and close their joint acct and open an estate account. Everything is left to my mother so I don't see the need to do that? Can't I (she) eventually just have my father's name removed from the account? Plus he left his CDs in trust, can I just switch names (by sending in death certificate etc?)
I wish there was a simple check list to follow!
Thx,
Cat
My father recently passed away and left everything that wasn't joint, in trust for my mom. When I called their bank following SS directions, I was told that my mother would have to come in and close their joint acct and open an estate account. Everything is left to my mother so I don't see the need to do that? Can't I (she) eventually just have my father's name removed from the account? Plus he left his CDs in trust, can I just switch names (by sending in death certificate etc?)
I wish there was a simple check list to follow!
Thx,
Cat