Alabama  |  Wills and Trusts

Legal Question

Asked on: 2/17/11, 6:16 am

My late husband and I lived in California 11 years ago and he opened an investment account in a California bank. We moved to AL 8 years ago, and he passed away 2.5 years ago. The investment bank is telling me that no beneficiary was named on the account (approx $4,600.) and that I need a letter of testamentary from the court in AL to have access to the account. What is the process? Thank you.

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