My mother recently passed away and I am now the sole trustee. My father, who is still living, is the grantor. I need to advise several financial institutions with whom we have investments of this change. Is there a form that I need to request or particular department that I need to contact at each institution.
I have prepared copies of all the legal documents (POA, Trust, my mother’s death certificate, etc.), but I need to know what to do next.
March 6th, 2010 at 11:28 pm
You need to write a letter to the financials institutions or call them and find out hwo do you need to talk to in this matter.