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.
A: I suggest you hire an experienced probate lawyer as soon as possible.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
