Legal Question in Wills and Trusts in Ohio
My great aunt set up an investment acct for my children when they were young,she recently passed away. In her will her daughter is listed as the executor of the estate and all assests were left to her husband. At first we were not contacted by anyone,then nine months later we inquired as to the ivestment and her daughter said the estate was not settled even though it appears this is seperate from the estate. A few months went by and then we were told the name of an accountant who is handling it,who we have not heard from either... How would you handle this?
1 Answer from Attorneys
If you have any information about the account you should inquire directly with the investment company to see how it was set up. It might not be part of the estate and you could work directly with them to have it transferred.
I would ask to see an inventory of estate assets to see if the account is listed on that document. If it is part of the estate and was owned by your aunt in her name then you might not have any recourse.
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