Columbus, OH asked in Family Law and Probate for Ohio

Q: My father died and his money was given over to my aunt since I was a minor, she apparently put it in a fund & I want it

My father's obituary says I have a trust fund and my aunt is the person who holds the money at a bank. I can't figure out which bank it is or how much money is there/or was spent but I feel like I'm being lied to. I need help.

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2 Lawyer Answers
Joseph Jaap
Joseph Jaap
Answered
  • Probate Lawyer
  • Cincinnati, OH
  • Licensed in Ohio

A: Contact your aunt and ask for a copy of the trust agreement. Then use the Find a Lawyer tab to retain a local estate planning attorney to review the trust with you and advise you of your options.

Mary Ellen Leslie Esq. agrees with this answer

Raquel Ann Parish
Raquel Ann Parish
Answered
  • Delaware, OH
  • Licensed in Ohio

A: The best place to start when investigating a family probate issue is at the county Probate Court where the decedent resided at the time of passing. The court keeps record of cases where property is held in trust by third party individuals. In some cases, the trustee or custodian is required to maintain an accounting or statement of the funds which must be filed with the court. It may be necessary to find an attorney when a trustee is not forthcoming, fails to share information and refuses to cooperate in handing over the funds.

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