Series EE bonds & a Living Trust

[FlyingRon]

My apologies, that was the title of another thread with a somewhat similar situation (person trying to recover an account of a deceased spouse). I was misremembering which was which.

 

[TrustUser]

do you have an account at the bank, for the trust ? an account that is titled in the trust ?

 

[Shadowbunny]

Just wanted to let you all know that this was resolved.

Got my hands on the old trust document and highlighted the section where it stated that Mom was the sole trustee upon Dad's death. Slapped a sticky note on that section, and and she went down to the bank with the trust docs, Dad's death certificate and the savings bonds. A supervisor was brought in by the "personal banker" and it was decided that they could redeem the bonds for Mom.

Thanks to all for your input -- it really was appreciated.