My Grandfather died almost 5 years ago. Since then all his assets have been changed over to my grandmother except one. It is a CD in my grandfathers name only. I went to the bank with a death certifacte, release of assets from the court, a copy of the will and my grandmother. The bank said only my sister, the executor, can transfer the account over to my grandmother but she needs proof of exectorship from the court. That was 6 months ago and the lawyer still hasn't provided one for her.
Now the situation has changed. The hospital and and my grandmother's doctor said she had to move to assisted living for Alsheimer's. 24 hour supervision with assisted living. She is 93 and has falling a few times already. I have POA and have paid out most of what she had in her main account, the nursing home is private pay, and I need to start transferring in some assets. I would like to start with that CD. Anyone know how I can do this? It is for her, not for me.
2007-11-29 12:34:24 · 2 answers · asked by Miss Moe 2 in Business & Finance ➔ Other - Business & Finance
If there was probate, the will is on record. If it names your sister as executrix, she has to take care of this. Your grandmothr needs a will unless she is no longer of sound mind.
2007-11-29 12:38:43 · answer #1 · answered by beez 7 · 1⤊ 0⤋
Go to the courthouse and get a certified copy of the order appointing the executor. This is usually called "Letters Testamentary". Your sister should hound the lawyer first. It's the lawyer's responsibility to provide this legal document to the executor.
2007-11-29 20:43:58 · answer #2 · answered by Richard B 7 · 0⤊ 0⤋