Legal Question in Wills and Trusts in California

My father just passed away. He had a Living Trust naming me as Successor Trustee. His checking account was in the name of the Living Trust. If I bring in a copy of the Trust and the Death Certificate, will I be able to access the funds in that account as the Trustee? Will I need to get a separate TAX ID# for this account or will it be ok to use my father's social security number as is currently on the checking account.


Asked on 8/24/09, 3:03 pm

1 Answer from Attorneys
Robert Mccoy Law Office Of Robert McCoy

You will need identification to prove who you are, but the bank should just let you take the money out.

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Answered on 8/24/09, 5:54 pm


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