Thread: saving account
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Old 12-06-2006, 07:45 AM
TheJury'sStillOut TheJury'sStillOut is offline
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Originally Posted by slurpee53
my wife set a vacation account in her name only the day before she was to leave she passed. Now wells fargo in az gave me a form to fill out. but will not help me with the wording tells me I have to get a lawyer to word it for me. The amount in the savings is not a large amount to spend the resources getting a lawyer ! wells fargo will not give me acct # to write on form.
Privacy Laws prohibit banks from disclosing any information on accounts without written permission from the account holder. (In your case, that's obviously impossible.) They also cannot offer legal advice on how to access someone else's accounts. Which state do you live in? Arizona is a community property state in which all property accumulated during a marriage, except that acquired by either inheritance or gift, is considered "community property." Several other community property states also have the same statutes, depending on where you live. Regardless, it still might be worth a phone call to an attorney in your area (many offer free preliminary half-hour consultations , sometimes even via telephone) who can help translate banking paperwork with you. Good luck.
Added 7:22 PM: If you wish to contact me via private message, I would be more than willing to offer some assistance. I am well-versed and federally licensed in the financial industry and may be able to help 'translate' or assist you with questions. Ours is a sometimes cold and unfeeling industry and we're often impossibly tied up by federal regulations, but there are still a few individuals on the 'inside' that will voluntarily step in and help with procedure, if we can.

Last edited by TheJury'sStillOut : 12-06-2006 at 07:55 PM.
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