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I am ill and want to add my daughter to my current accounts
I am ill and want to add my daughter to my current accounts at Wells Fargo. I have a trust account there which I would like her to access if need be. My Revocable Living trust has a clause which reads… read more
RayAnswers
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Well I will try to be precise, brief and to the point. There
Well I will try to be precise, brief and to the point. There is so much going on or has been going on with my situation and concerns, however Friday at 1:19 am my sister who was successor trustee to t… read more
Robert L
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My brother moved from to Cali to stay with me in August 2017
My brother moved from Virginia to Cali to stay with me in August 2017 but never did a formal change of address with Va Wells Fargo his bank. All his medicare, Disability etc is in Cali. He passed away… read more
LegalGems
LegalGems
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Years ago I was trustee for my mother. In 2004 I went to all
Years ago I was trustee for my mother. In 2004 I went to all the banks to give them the legal papers that I was trustee and to introduce myself. One such bank was Wells Fargo. There were several accou… read more
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I had a checking account with my brother and he passed away
I had a checking account with my brother and he passed away 4 years ago. The account has been inactive since then but I wanted to use it now and the bank states that I need an attorney amendment. I di… read more
Loren
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I am the successor trustee of a Money market account of my
I am the successor trustee of a Money market account of my mother's at Wells Fargo bank. My sister is the name beneficiary. I have filed the tax ID I obtained with them and requested that funds be tra… read more
DamienJD
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I'm the sole beneficiary .my trustee has been mia a
I'm the sole beneficiary .my trustee has been mia for over a year. The grantor is now passed. I have his pourover will which was written up in California (he was a resident of California). But at the … read more
RayAnswers
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Customer care account, 89611154, order ID 15647259-140
customer care account, 89611154, order ID 15647259-140 Repeat Mary: Thanks for your great response to my initial questions. However, I did not present the rest of the scccenario, so addional questions… read more
Legalease
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OK, I am advised to change my checking account, car title
OK, I am advised to change my checking account, car title and mobile home titles (2 for double wide in rented (320 monthly) approved mobile home park.{ Please check me out on this: I believe in FL man… read more
RayAnswers
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My father passed in May (lived in Fla) his trust became irrevocable
My father passed in May (lived in Fla) his trust became irrevocable upon death and states his wife and myself (son) as trustees. Do we have equal say in the trust and how can we distribute the dividen… read more
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I am in Minnesota and my Uncle passed away and designated me
I am in Minnesota and my Uncle passed away and designated me Trustee and sole beneficiary of his trust. He also had a couple bank accounts that he wrote me checks on to take the money out. The trust i… read more
Brent Blanchard
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High trustee fees and nursing home costs have dissipated the
High trustee fees and nursing home costs have dissipated the assets in a revocable trust to the point where the trustee finally agreed to resign and appoint the conservator as successor trustee. The t… read more
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My mom became the successor trustee after my dad died in Florida.
My mom became the successor trustee after my dad died in Florida. There was no successor trustee named. My mom passed in February. Now the trust company declines to be the successor trustee. If my 2 s… read more
Irwin Law
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I am the successor trustee of my deceased fathers trust.
I am the successor trustee of my deceased father's trust. My father purchased several burial plots before he died. Two are currently vacant. The cemetery said that my father was the purchaser of the t… read more
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I am in Texas and totally confused. I have a special needs
I am in Texas and totally confused. I have a special needs son (26). I have hired an attorney but cannot speak with her-she is bed ridden for a few months. I have pd $2k and she has partially prepared… read more
Daniel P.
Daniel P.
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my father has a snt and the trustee was wells fargo they relieved
my father has a snt and the trustee was wells fargo they relieved themselves and now successor trustee is Ohana fiduaciary corp non profit trust started in 2003 my fATHER RECEIVED 100.00 FOR BIRTHDAY … read more
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i have a revokable trust fund with wells fargo i tried to revoke
i have a revokable trust fund with wells fargo i tried to revoke my trust but they will not let me.… read more
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Mother & father has revokable trust. Mother died 5-yrs ago
Mother & father has revokable trust. Mother died 5-yrs ago and all assets transferred to father. Father passed away 7/23/08. I am successor trustee/administrator of the Trust. Only assets were miscell… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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