muckyouraces
Junior Member
What is the name of your state (only U.S. law)?
California
My aunt told my brother and I that she listed us as beneficiaries on her IRA account a few years ago. My aunt passed away a couple months ago. I do not know the name of the IRA company. My cousin is the trustee of her estate and she appears to be reluctant to "help my brother and I out" with this--since there is no benefit to my cousin.
I am almost getting the feeling that she is up to something though or did something (like change the beneficiary info on the IRA). My cousin was power of attorney for a few months before my aunt died.
How can I find out the IRA company if the trustee will not cooperate? I was going to go on my own "wild goose chase" to find the IRA company but the trustee will not send me a copy of the death certificate. Do I have a right to a copy of the death certificate if I am listed as a beneficiary to the trust?
How should I proceed? I would like some clarity on this before the 120 days is up to object to the trust.
California
My aunt told my brother and I that she listed us as beneficiaries on her IRA account a few years ago. My aunt passed away a couple months ago. I do not know the name of the IRA company. My cousin is the trustee of her estate and she appears to be reluctant to "help my brother and I out" with this--since there is no benefit to my cousin.
I am almost getting the feeling that she is up to something though or did something (like change the beneficiary info on the IRA). My cousin was power of attorney for a few months before my aunt died.
How can I find out the IRA company if the trustee will not cooperate? I was going to go on my own "wild goose chase" to find the IRA company but the trustee will not send me a copy of the death certificate. Do I have a right to a copy of the death certificate if I am listed as a beneficiary to the trust?
How should I proceed? I would like some clarity on this before the 120 days is up to object to the trust.