Q: USAA HAS LOST ORIGINAL JTWROS SIGNATURE CARDS FOR PARENTS LARGE ACCOUNTS
USAA IS ACTING LIKE "THE DOG ATE MY HOMEWORK" - THESE ACCOUNTS WERE GIVEN TO ME
VIA TOD BY MY MOTHER WHO SURVIVED MY FATHER BY ONE YEAR.
THERE IS GOING TO BE A PROBATE FIGHT OVER THESE LARGE ACCOUNTS UNLESS WE CAN
PROVE JTWROS (WHICH IS ON THE STATEMENTS SINCE 1990) VIA SIGNATURE CARDS THAT
USAA CANNOT LOCATE. ALL OTHER ACCOUNTS IN OTHER BANKS,BROKERAGE ETC.
WERE ALL JTWROS. WHAT IS USAA'S RESPONSIBILITY TO ME AS THE BENEFICIARY OF THESE ACCOUNTS
VIA MOTHER'S WILL? A PROBATE FIGHT IS BREWING OVER THESE ACCOUNTS.
A: This is a fact intensive issue that will turn on the evidence you can gather to show that her intent was to name you as TOD beneficiary. Gather every document that has to do with their dealings with USAA, their financial advisor, banks, brokerages, etc., and anyone else in the chain of communication. Much of it may be electronic. Your lawyer can help with that. Contact an experienced probate litigator as soon as possible. Good luck.
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