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Personal Finance and Investing

Phoenix61

(17,025 posts)

7. Well, you could tell them you just wanted to make

Reply to Maraya1969 (Reply #6)

Thu Feb 6, 2020, 09:18 PM

Feb 2020

sure they had your contact info. Are you going to leave your funds with them or will you be transferring them? You could say you were calling to get info on the process etc. I’ve found that if I can get people chatting they will tell me all kinds of things. For some reason people trust the person on the other end of the phone. Once you get them chatting, slide in a question about why are those names on the paperwork.

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I have a question about a trust set up many years ago by my parents. [View all] Maraya1969 Feb 2020 OP

The funds should 'automatically' cut in half, edited elleng Feb 2020 #1

You're definitely not sounding greedy Rorey Feb 2020 #2

You need a lawyer, and not one recommended by your brother. enough Feb 2020 #3

If you are a senior you might be able to get free demosincebirth Feb 2020 #4

Talk to who ever has the account. Phoenix61 Feb 2020 #5

I have a feeling if I contact the company they will not even listen or talk to me because Maraya1969 Feb 2020 #6

Well, you could tell them you just wanted to make Phoenix61 Feb 2020 #7

That's a good point. Thanks. Maraya1969 Feb 2020 #8

BENEFICIARY of a TRUST is an IMPORTANT person, elleng Feb 2020 #10

Thank you! I'm going to contact them tomorrow. Maraya1969 Feb 2020 #11

GOOD! elleng Feb 2020 #12

If I may...... A HERETIC I AM Feb 2020 #9

Thank you so much for all this information. I feel much relieved after Maraya1969 Feb 2020 #13

Best of luck..... A HERETIC I AM Feb 2020 #14

You really do want to talk to an attorney who does wills and trusts. PoindexterOglethorpe Feb 2020 #15

Thank you so much. My brother emailed me back and suggested I talk to the same Maraya1969 Feb 2020 #16

Call the local bar association, explain the situation and ask if they know of any pro-bono JudyM Feb 2020 #17

My brother had put his daughter as successor trustee. I don't know if that is still Maraya1969 Feb 2020 #18

Good luck! JudyM Feb 2020 #19