Denver, CO asked in Banking for Colorado

Q: Hello, My mother passed last year and am having issues with Wells Fargo locating accounts and reviewing them.

my sister and my mom had 4 joint accounts together and my mother had 2 accounts only in her name. the monthly statement has both my mothers name and my sister's name showing the total balance of all 6 accounts. should there not been 2 statements? one in both names showing the total of the 4 joint accounts and one statement in my mother's name only showing her two account totals? how long does a bank (Wells Fargo) keep customer records for? Wells Fargo told me that they only keep customer records for "a few years" this was a very vauge responce to me.

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1 Lawyer Answer
Bruce Alexander Minnick
Bruce Alexander Minnick
Answered
  • Business Law Lawyer
  • Tallahassee, FL

A: It is impossible to advise you without reviewing all the documents--which IMPO you haven't tried hard enough to get from Wells Fargo Bank. Suggest you go to the branch where your mother banked and ask to talk to the branch manager; and then tell him or her this confusing story. If you remain unsatisfied, hire a lawyer skilled it bringing larg banks to heel.

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