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re: Banks and Estate Accounts
Posted on 11/8/23 at 4:50 pm to Jim Rockford
Posted on 11/8/23 at 4:50 pm to Jim Rockford
quote:
Banks, brokerages, state agencies, etc. are bad about this. They think they know the law, they're usually wrong and they're obstinate even when you show them what the law says. It's usually easier to give them what they want than fight them on it.
1000% this. They tend to operate how they deem fit.
1
Posted on 11/9/23 at 3:50 pm to TopWaterTiger
quote:
Banks, brokerages, state agencies, etc. are bad about this. They think they know the law, they're usually wrong and they're obstinate even when you show them what the law says. It's usually easier to give them what they want than fight them on it.
I don't know what banks or brokerages you are talking about. But, once we get the Judgement of Possession the heirs sign our internal paperwork it's done and assets are sent to them.
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