Illinois  |  Wills and Trusts

Legal Question

Asked on: 5/02/13, 5:34 pm

My uncle had my brother and me on his investment account as joint beneficiaries with a T.O.D. on the account. He had lost some of his financial papers over the years and when my brother was named guardian he found this account. Chase said that the account was inactive and a new account needed to be set up. My brother says he told them fine just set it up the same as before with both of us as beneficiaries. Evidently my name was omitted from the account and my uncle recently passed away. My brother claims it was Chase that made the change(mistake). Do I have any recourse?

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