What is the name of your state? Maryland
I have been appointed personal representative of my motherís estate. The will is in probate and Iím trying to gain access to an account that, according to Dreyfus, was set up as a trust. The word trustee appears after my motherís name. The problem is that neither Dreyfus, the broker, nor I can locate a copy of the Trust Document(s). Dreyfus will not release the funds to the estate without them. The Letters of Administration issued by the Register of Wills (Prince Georges County) is not sufficient. Iíve gone to two financial institutions to try and get a Letter of Incumbency required by Dreyfus. They have refused since Dreyfus requires that the institution will be liable if they certify in error. To make it hard, the account was opened in 1965.
What is my next step?