Reno, NV asked in Banking for Nevada

Q: Wells Fargo isnt giving me any remediation information or settlement money even though I am his benificiary?

When he died I closdd his account at Wells Fargo emptied his safety deposit box and made an estate account in both our names and paid off his bills all at Wells Fargo. They have all the paperwork,will, death certificate , order to set aside etc.He had an account with them for yeats up till 2013. The Redress Remediation suit was from 2002 to 2017 so he definitly was a customer during most of that period. I am sure that he qualifies for part of that settlement!

Now they say that they cant talk to me about it after I regave tbem copies of tbe death cert. Order to set aside and will!! Whats tbe differnce now? That paperwork worked then ! Why wont it work now? Isnt it good forever? Why are they keeping me in the dark and giving me the run around and vauge answers and making me fill out and court notarize some personal representative affidavit thst I have to have notorized by the court? Thiis makes no sense!.

Now I read tbe form wrong. I didnt have to have it notorized by tbe court.

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1 Lawyer Answer
James L. Arrasmith
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Answered

A: It sounds like you're feeling frustrated with Wells Fargo's response, and that's understandable given all the work you've already done. While the documents you previously submitted may have worked in the past, financial institutions often have specific procedures for different processes, especially when it comes to settlements or claims. They may now be asking for updated or additional paperwork due to changes in legal requirements or internal policy.

The personal representative affidavit they're requesting seems to be related to proving that you have the authority to act on behalf of the estate in this specific matter. Banks often require formal documentation to ensure they are dealing with the legally authorized person, even if you've submitted similar documents before. This is likely why they want the affidavit notarized by the court.

It may feel unnecessary, but it could be worth completing their request to avoid further delays. Try asking them to explain why this new step is necessary and if there's any way to streamline the process. If you're not getting clear answers, consider reaching out to legal assistance for further support.

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