One of my older friends, kind of like a mentor to me, was a stock broker. He was a sharp cookie, too. He left me some funds in a Transfer On Death account? He had told me how it should go, but it's not turning out like he mentioned. If I had to trust his advice over the bank, he would win every time.
He said that Transfer On Death, is just that, when he dies, the funds get transferred to me. Made sense to me... After he passed, the bank sent me a list of what he left me. But, the bank has been stalling for two months now. Now, I get a call to sign more paperwork and it's the same list, minus like three shares of each fund. I call up the "advisor" and ask what's up? They claim that the first assessment was an error on their part and this later, lesser list is the correct one.
I feel like I'm letting him down by not knowing if this is in my control or the bank is just trying to pull a fast one on me. It doesn't help that he just passed away, too, you know? Should I ask the advisor for some kind of proof? Is that within my rights? Or could someone please advise? Thank you for any help.
Submitted September 25, 2018 at 11:41PM by FriendlyTeaPeddler https://ift.tt/2NGnFHu
