Legal Question in Wills and Trusts in Arizona

trusts

My minor daughter was on a autma savings account of a longtime family friend that passed away in May. We have been unable to get the bank to change it over, they say they need court papers of a court appointed custodian. There was no court appointed person, and the amount in the account would not be worth the court expense. Any suggestions as to what we can do?. The bank is being difficult and says they will turn the money over to the state after a year.


Asked on 12/02/08, 8:51 pm

2 Answers from Attorneys

James Jenkins Jenkins Law Center PLC

Re: trusts

More facts are needed. See an estate attorney for specific legal advice in this case. If a "conservator" has to be appointed you could do that yourself (not the most simple thing, but it can be done with the self-help kits available through the court).

Best regards,

James D. Jenkins

Disclaimer:

This post is for general educational purposes, to an anonymous post of yours. It is not intended to create an attorney-client relationship or be deemed as specific legal advice in your particular case. See an attorney and present all documents and facts for a complete legal opinion.

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Answered on 12/04/08, 6:08 pm
Donald Scher Donald T. Scher & Associates, P.C.

Re: trusts

You can go to the self service center of the Maricopa County Superior Court and get the instructions and forms you need to apply for appointment as your daughter's conservator, so that you can get the money and place it in an account for her, which she will receive when she is 18.

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Answered on 12/06/08, 2:47 pm


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