Legal Question in Wills and Trusts in New York
My parent's passed away 9 years ago leaving 2 houses in a revocable trust. My brother was
the excecutor, he has sinced deceased 3 months ago, leaving me the next trustee. Do I have to do anything or am I atomatically trustee ie to access the trust checking account that has a balance of $300. If so can I do this without a lawyer? One house was left to me and the other my sister.
2 Answers from Attorneys
Bring the Trust Agreement and his death certificate to the bank. They should let you withdraw.
If you are specifically named as successor trustee in the agreement, all that might need to be done is to verify you have met the requirements to qualify. All that may be required is to verify that your brother is now deceased (my condolences), by showing his death certificate. New Deeds may be required as to the houses, if this was not done already.
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