I suppose I was venting a bit. My rough drafts tend to be therapy for me which is why they are rough drafts rather than letters I send at first writing. After setting it aside for a bit I read it again and I agree with you.
Your input is very much appreciated, thank you.
Rough draft letter to bank [If you care to read]
I have come to your branch office twice and attempted to access my deceased brother’s account, both times having to take time off work and travel from [home town]. I brought all documents I considered necessary to accomplish this. During my first...
Now that you mention it, there is a statement in there regarding them paying court costs if they should not accept proof. Hmmmm. You may have something there. We certainly have nothing to lose but the paper it's written on, the envelope and the stamp. I know the account has more than that in it...
The deceased’s lawyer set up the “Will” and “Trust” on the same day as the “Assignment of Furniture, Furnishings, and Personal Property” document which was a separate notarized paper to place all personal property including furniture, jewelry, bank accounts, stocks, etc. into the “Trust”. The...
The bank manager said that since the bank account had only a name and not the name plus Trust written on it, it was not in the Trust. He said they do not honor Wills and it is the Will and the Assingment document that states it goes into the Trust. It is the same person that is the Executor of...
In Long Beach, California. Can a bank refuse an Executor of the Will and First Successor Trustee (same person) access to the deceased’s bank account ? The bank account is not specifically listed in the Trust but there’s a notarized document “Assignment of Furniture, Furnishings, and Personal...