my dad died a couple months ago, what i thought was a joint bank account with my mom, dad and myself, i just found out it is a joint account with me and him and my mom as a beneficiary
. its not my money, its my moms, my name was put on the account so i could help out to deposit checks and get money out for them. i was told today to get a disclaimer to reliniquish interest of an account form, is there a standard form i can get or download?
JA: Estate laws vary by state. What state are you in?
JA: What documents or supporting evidence do you have?
Customer: my dad didnt make a will, but first thing i did was get my mom a trust. we were trying to get all the accounts into a trust
JA: Anything else you want the lawyer to know before I connect you?
Customer: i have all the forms, death certificate, just need to know the right direction to go