What is the name of your state (only U.S. law)? California
We have recently learned that following the death on my mother in law's long term boyfriend, he left a certificate of deposit behind set up in a trust, and according to the bank holding the CD, my wife and I are listed as successor trustees.
The bank is requesting copies of the death certificate, our IDs and a letter of instruction on how to address the funds (no problem there), plus a copy of certain portions of the trust document. This is the rough part, as no one knew that the account or the trust even existed until this week. (He passed away in March.) He did leave behind a will, which is being handled by his sister as executor, but it does not state anything about a trust and there are no other documents left behind.
Absent the trust document, what are our options / next step? The bank is not being particularly helpful with advice or alternatives.
Thank you! Tom
We have recently learned that following the death on my mother in law's long term boyfriend, he left a certificate of deposit behind set up in a trust, and according to the bank holding the CD, my wife and I are listed as successor trustees.
The bank is requesting copies of the death certificate, our IDs and a letter of instruction on how to address the funds (no problem there), plus a copy of certain portions of the trust document. This is the rough part, as no one knew that the account or the trust even existed until this week. (He passed away in March.) He did leave behind a will, which is being handled by his sister as executor, but it does not state anything about a trust and there are no other documents left behind.
Absent the trust document, what are our options / next step? The bank is not being particularly helpful with advice or alternatives.
Thank you! Tom