Legal Question in Wills and Trusts in California

Re: Cash Inheritance

I agree with my esteemed colleagues on this one, get the legal department's contact info first and foremost. If you can, aslo ask for a name of someone to speak to.

Second, what did you do wit the original small estate affidavit? Do you have any documentation showing the existence of the account, a statement covering the date of death is preferable.

This is not difficult to resolve, done a ton of them, but can be a bit tedious. Sometimes they just need the right push by the right person using the right wording. They all have superiors to answer to and if they believe there is any reason to hesitate, they will.

If you would like our firm to assist you, we would be happy to contact Wells Fargo to "get the ball rolling" in your direction.

Please feel free to contact me at 626-578-0708 or through our firm's website at www.No-Probate.com.

Re: Cash Inheritance

Get the number for the legal department.

Harrass them every day, as if you were the lender and they were the debtor.

Re: Cash Inheritance

I often wonder if the mysterious "legal department" exists or if it does, whether they've been sent the relevant documents--more often it seems to be stall tactic when the person at the bank is uncomfortable with something or doesn't know what to do. The law is on your side here, unless there's more to the story, so you should demand to speak with the legal department, and make the same request in writing as well. You may need to move higher up the chain of command until you get someone who can do what you ask or give you the specific reason why they can't. If this fails, you may need a letter from an attorney to attempt the same thing.