My brother and I were left as the beneficiaries of a Living Trust and would like to get the $$ that is in the account. Bank of America had us send in an affidavit, but sent me a letter saying that it was completed incorrectly, but will not tell me why. There was no executor established, but we are shown as the benefactors. What can I do? My parents passed away on 9/25/2012 and on 10/30/2012.... did not have time to send info to the banks at the time of their deaths :(
Thank you
Another option: call the bank manager or legal department and request from them exactly what is needed. Then if you still can't get an answer, go to social media.