Legal Question in Wills and Trusts in California

joint money mkt acct after one person dies

i have a sav. acct with my mom who died in may/i went to close out 1000 balance and they denied it saying she has a credit card overdue, which has nothing to do with me or the acct/how do i get the money i need it for moms funeral payment each month


Asked on 7/18/07, 5:02 pm

1 Answer from Attorneys
Mitchell Roth MW Roth, Professional Law Corporation

Re: joint money mkt acct after one person dies

Your questions illustrates the problem with "home spun" estate planning. You can go to www.yourlivinglegacy.info for more information on this. You may well decide its best to handle all of this without a lawyer, which you may well be able to do, with my Legacy Trust Package. My book explaining all this in lay terms is $19.95. The do it yourself trust package if you choose to use it is only $79.95.

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Answered on 7/19/07, 11:02 pm


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