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When a loved one/spouse dies this is the best time to use our simple very low cost, and effective plans to avoid or reduce probate while making it simple and easier for their heirs.
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16850 SW Upper Boones Ferry Rd, Ste F
Portland, OR 97224
Tel: 971-327-8847
Tel: 877-720-3010 (toll-free)
Or post a private message in the Leave a Reply box below.
--- CITY GUIDE ---
BCS is proud and honored that we could provide our services to the following Oregon Communities of:
Amity OR, Barlow OR, Barton OR, Beavercreek OR, Beaverton OR, Bonneville OR, Boring OR, Brightwood OR, Canby OR, Carlton OR, Carver OR, Clackamas County OR, Clackamas OR, Colton OR, Columbia County OR, Corbett OR, Cottrell OR, Damascus OR, Dayton OR, Dundee OR, Dunthorpe OR, Portland OR, Eagle Creek OR, Estacada OR, Gladstone OR, Government Camp OR, Gresham OR, Happy Valley OR, Hillsboro OR, Jennings Lodge OR, Johnson City OR, Keizer OR, Lafayette OR, Marmot OR, Marquam OR, Marylhurst OR, Maywood Park OR, McMinnville OR, Milwaukie OR, Molalla OR, Mount Hood Village OR, Mulino OR, Multnomah County OR, Newberg OR, Oak Grove OR, Oatfield OR, Oregon City OR, Redland OR, Rhododendron OR, Rivergrove OR, Riverwood OR, Salem OR, Sandy OR, Sheridan OR, Stafford OR, Sunnyside, Clackamas County OR, Tigard OR, Troutdale OR, Tualatin OR, Wankers Corner OR, Washington County OR, Welches OR, Wemme OR, West Linn OR, Willamina OR, Wilsonville OR, Woodburn OR, Yamhill County OR, Yamhill OR, Yoder OR, Zigzag OR.
My Grandmother passed in December. My grandfather passed 7 years ago. My relative attempted going to a bank and take money out of an account beloging to my grandfather. The primary recipient upon death on the money market account is my grandfather (deceased) and the secondary is me.
My grandparents raised me as a child and put my name as the secondary person entitled to the monies. My last name has since then changed.
The executor of the estate wants to take the monies and add them to the estsate. Can she do this. Am I legally entitled to the account?
I am in the military and am currently deployed.
Hi Micheal
Thanks for the e-mail, I’m sorry and undersyand your in a tough position both from a loss and now being unsure about others motives, all while away.
Can you tell me more please!
Is the money still in the grandfathers name?
How were the accounts structured? Joint with you, joint with each other Grandparent? It makes a large difference.
Thanks for your time
Randy
I will try to recommend this low cost probate to my friends, cuz it’s really helpful.