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.

Related Topics:
1 Lawyer Answer
Bruce Alexander Minnick
Bruce Alexander Minnick
  • 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.

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.