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Tina. I'm the Trustee for a California irrevocable trust.

Customer Question
Hi Tina. I'm...

Hi Tina. I'm the Trustee for a California irrevocable trust. I'm having lots of trouble getting an account closed for a securities account. I've sent them everything they've asked for but the latest I'm having problems finding out how to get the latest form they are asking for. it is a Trustee Certification. You have no idea how frustrating this is as it has been going on for more than 1 year!

Lawyer's Assistant: Since estate law varies from place to place, can you tell me what state this is in?

California

Lawyer's Assistant: Has anything been filed or reported?

No. This is a small estate. Everything but this investments account was in the name of the trust.

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

Just help!

Submitted: 8 months ago.Category: Legal
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Answered in 5 minutes by:
9/11/2017
Lawyer: Legal Eagle, Lawyer replied 8 months ago
Legal Eagle
Legal Eagle, Lawyer
Category: Legal
Satisfied Customers: 11,239
Experience: Licensed to practice before state and federal court
Verified

Hello! I am a licensed attorney, admitted to practice in state and federal court. I have a nearly 100% satisfaction rating so all that means is that you can count on me to help today. I believe that if you are looking for a Certification of Trust, then you may want to click here. Does this look familiar at all?

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Customer reply replied 8 months ago
Thank you. I'll use this form. This completes this assignment.
Lawyer: Legal Eagle, Lawyer replied 8 months ago

The pleasure is all mine! Further up on the you should see a chance to give me a rating. 5-stars are always appreciated, but it is definitely not required! You can also click here in the future to request me individually. Don’t forget, if you haven’t already, you can always sign up for a membership with Just Answer and start asking more questions on the cheap.

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Legal Eagle
Legal Eagle
Legal Eagle, Lawyer
Category: Legal
Satisfied Customers: 11,239
11,239 Satisfied Customers
Experience: Licensed to practice before state and federal court

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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).

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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