Submitted by Selkirk1944 on Tue, 01/12/2010 - 18:34
I he ave formed a revocable trust - I am the trustee and we use my S/S for the ID. A bank will not allow me to open a checking account in the trust name unless I give them the complete trust agreement (which I will not do ) I submitted the Trustee Certificate but not good enough. Is this correct??
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Irrevocable Trust
My mother created a will and an Irrevocable Trust naming two sisters Trustors and all six daughters trustees. The trust was accessed by my mother for the first twelve years for her benefit. Beginning six years ago, when my mother developed dementia, one of the Trustors took over my mothers financials paying her bills. She also had my mother's social security check deposited directly into her account. My mother just passed in September and the second Trustor distributed the remaining funds in the account, less any outstanding expenses. As a trustee of this account, I would like to get the accounting of the trust account for the six years beginning when my mother was incapable of managing and my sister began administering the account. How do I go about doing this?