Legal

Ask a lawyer and get answers to your legal questions

Ask a Lawyer,
Get an Answer ASAP!

In the state of Fla what is required on a CD beneficiary…

Customer Question
In the state of...

In the state of Fla what is required on a CD beneficiary change. are just names enough

Lawyer's Assistant: Estate laws vary by state. What state are you in?

Florida

Lawyer's Assistant: What documents or supporting evidence do you have?

I was paid 100k on my fathers CD bank stopped check, pd my brothers kids after he showed up w document,

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

Is just names no Address SSNo. or DOB enough

Submitted: 8 months ago.Category: Legal
Show More
Show Less
Ask Your Own Legal Question
Answered in 4 minutes by:
11/15/2017
Lawyer: Loren, Attorney replied 8 months ago
Loren
Loren, Attorney
Category: Legal
Satisfied Customers: 38,846
Experience: 30 years experience representing clients.
Verified

Thank you for using JA. I am Loren, a Florida licensed attorney for over 30 yrs., and I am here to help.

I am a certified expert on JustAnswer since 2009, with nearly 100% in 5 star ratings. So, we should be able to work through your problem.

I appreciate your patience as I review your question. I will post my response shortly.

This is general information and no attorney client relationship is established.

The site may ask you if you wish to speak by phone for an extra charge. Many find the phone call to be the easiest and fastest way to get the information they need without posting on a public forum. I am also happy to continue online.

There may be a slight delay in my replies as I am assisting other JA customers also. I will reply to your follow up questions.

WHILE WE ARE CHATTING DO NOT CLICK ON THE BUTTON TO REQUEST A SECOND OPINION. IT WILL LOCK ME OUT OF THE CHAT AND PREVENT ME FROM REPLYING TO YOU.

Ask Your Own Legal Question
Lawyer: Loren, Attorney replied 8 months ago

Typically, banks have their own requirements and formas for changing the beneficiary of a POD CD. If the owner is still alive then changing the beneficiary before the CD matures could require closing the account and paying a penalty.

Otherwise, it is simply a matter of signing the beneficiary change provided by the bank and presenting it to the bank.

If (and only if) you are completely satisfied that your question is answered, please remember to leave a favorable rating (click 5 stars in the rating section on this page). It is the only way that I am credited by JustAnswer for answering your question.

There is no additional charge to you for rating me favorably.

Ask Your Own Legal Question
Customer reply replied 8 months ago
OK
Lawyer: Loren, Attorney replied 8 months ago

Did you have further questions? Have I answered your question?

Ask Your Own Legal Question
Lawyer: Loren, Attorney replied 8 months ago

Are you still online with me?

Ask Your Own Legal Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a lawyerLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Loren Your Own Question
Loren
Loren
Loren, Attorney
Category: Legal
Satisfied Customers: 38,846
38,846 Satisfied Customers
Experience: 30 years experience representing clients.

Loren is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

It worked great. I had the facts and I presented them to my ex-landlord and she folded and returned my deposit. The 50 bucks I spent with you solved my problem.

TonyApopka, FL

Not only did he answer my Michigan divorce question but was also able to help me out with it, too. I have since won my legal case on this matter and thank you so much for it.

LeeMichigan

< Previous | Next >

Meet the Experts:

Ely

Ely

Counselor at Law

24,658 satisfied customers

Private practice with focus on family, criminal, PI, consumer protection, and business consultation.

INFOLAWYER

INFOLAWYER

Attorney

22,795 satisfied customers

Licensed attorney helping individuals and businesses

JPEsq

JPEsq

Attorney

2,132 satisfied customers

Experience as general attorney, in house counsel, SSDI, Family Law attorney, and law professor

Law Educator, Esq.

Law Educator, Esq.

Attorney

44,249 satisfied customers

JA Mentor -Attorney Labor/employment, corporate, sports law, admiralty/maritime and civil rights law

Ellen

Ellen

Lawyer, Consultant

8,238 satisfied customers

25 years of experience helping people like you.

Guillermo Senmartin

Guillermo Senmartin

Lawyer

301 satisfied customers

Principal Attorney at Guillermo J. Senmartin, P.A.

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

17,183 satisfied customers

Multiple jurisdictions, specialize in business/contract disputes, estate creation and administration.

< Previous | Next >

Related Legal Questions
My Mom was named executor of my Brother estate, with no
My Mom was named executor of my Brother estate, with no will. All the protocol was followed, and she's been paying his bills, when 6 weeks later, the bank withdrew the money back without even telling … read more
Bill Attorney
Bill Attorney
law
2,642 satisfied customers
My father passed away on Friday. He left a will that said to
My father passed away on Friday. He left a will that said to divide equally all money between the 3 of us. He has a checking account with my sister and a $100000.00 cd that comes due in March. My sist… read more
Ray
Ray
Lawyer
Doctoral Degree
33,407 satisfied customers
California-My mother's bank added five beneficiaries to her
California-My mother's bank added five beneficiaries to her account, deleted five beneficiaries from the account and in the end added one beneficiary. All this occurred within hours of her death. Two … read more
Barrister
Barrister
Attorney/Landlord/Realtor
Doctoral Degree
86 satisfied customers
My mother was from Wisconsin. Passed at 78yrs old on easter.
My mother was from Wisconsin. Passed at 78yrs old on easter. But, Remarried in 2007, and she and my AWESOME step dad jointly owned a CD together. NO life insurance, No Probate will made in January 200… read more
Marcy
Marcy
Attorney At Law
Doctor of Law w/ highest honors
165 satisfied customers
We have a joint CD between a brother and sister that was started
We have a joint CD between a brother and sister that was started by the father. It is payable on death and he died last November. The brother has tried to get the sister to go to the bank and get thei… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
150 satisfied customers
Florida Law prohibits a pro se litigant from representing a
Florida Law prohibits a pro se litigant from representing a corporation. A business is owned by an individual... a CPA advises that the individual owner should change its business to a LLC to avoid ha… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Hello, I found an old ($100,000.00) bank Receipt - I went
Hello, I found an old ($100,000.00) bank Receipt - I went into the bank and they refuse to RELEASE my account information - they said the money is gone... I need a Florida Statute I can use in a "30 D… read more
xavierjd
xavierjd
Juris Doctor
3,361 satisfied customers
I was told by my mother just before she recently passed away
I was told by my mother just before she recently passed away that my father had purchased 3 certificates of deposit at a Michigan bank in the amounts of $50k each before he passed away in 2001. I do n… read more
Ray
Ray
Lawyer
Doctoral Degree
33,407 satisfied customers
My father died in 2000. I have been paying $45.00 yearly for
My father died in 2000. I have been paying $45.00 yearly for his deposit box at a local bank. My wife asked me why I am paying this when I don't even know what it is. Well, to make an embarrassing sto… read more
Lucy
Lucy
Juris Doctor
130 satisfied customers
My father passed away in January 2010 as a resident of NH.
My father passed away in January 2010 as a resident of NH. Previously in MA he created a will on 12/29/03 which was recently approved by probate court in Keene NH on 6/9/10. The will states that I am … read more
Dimitry K., Esq.
Dimitry K., Esq.
Attorney
Doctoral Degree
17,183 satisfied customers
My sister age 50 was diagnosed with MS in Illinois her then
My sister age 50 was diagnosed with MS in Illinois her then place of residence. The next day her husband filed for divorace in Illinois. She had gotten an early inheritance which he liguidated ASAP. H… read more
Maverick
Maverick
Doctoral Degree
6,146 satisfied customers
my father made out his Last Will six years ago, he left ...
my father made out his Last Will six years ago, he left everything 50/50 between myself and my brother. but now my father has had a change of heart because he no longer speaks to my brother. so he has… read more
rvlaw
rvlaw
Judge
Juris Doctor
3,203 satisfied customers
My husbands mother recently passed away. the two of them ...
My husbands mother recently passed away. the two of them have a joint CD account that machures on 3/20/08. The account is in Texas and we live in PA. My husbands relatives, including the executer of t… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Yes my mother and step dad have both passed away my step ...
Yes my mother and step dad have both passed away my step father was last to pass my sister and a step brother are the executors of the will the will was never read to any of the rest of the sibblings … read more
LawNinvest
LawNinvest
Attorney
Juris Doctorate
33 satisfied customers
My mother died in August 2007. My mother did not have a ...
My mother died in August 2007. My mother did not have a will. She verbally told my 1/2 brother and myself that she wanted her assets divided equally between us. I know that she had money in a CD and i… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My father lives in fl. I live in Oh. My dad told me years ...
My father lives in fl. I live in Oh. My dad told me years ago he had me down as benificiary of his bank acct even though he has 4 kids in total. I have a step sis in fl. that would do everything in he… read more
Lawmoe
Lawmoe
Lawyer with 20 years of experience
Juris Doctorate
1 satisfied customers
My mother is deceased. Has a will with my brother and I ...
My mother is deceased. Has a will with my brother and I getting equal parts. Our names both on checking account. Have an attorney. Realestate worth maybe $60,000.(small condo). Bank insists on estate … read more
Dan
Dan
Semi-Retired; Part-Time Consultant
Doctoral Degree
872 satisfied customers
Upon death of my father-in-law it was discovered that
Upon death of my father-in-law it was discovered that all of his bank accounts and CD's had my wifes name and her sisters names on the accounts as POD. In kansas this allows them to liquidate these ac… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers

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).

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).

Show MoreShow Less

Ask Your Question

x