This is in California, not sure if this is better suited for legaladvice instead.
A few years ago when I was 18, immediately after my dad passed away, my mom took me to an well known investment service to get some things sorted out from my father’s end. I know it was related to me because my siblings didn’t go and she told me I had to be there. I’m almost certain that this was related to my dads assets and I was told by an employee there that after every x amount of years, I can withdraw x amount of money once I reach a certain age (not 100% sure). Honestly the whole thing is a haze to me and I can’t remember what exactly happened because my dad had just passed.
I completely forgot about this until recently when one of my coworkers and I were talking about wills and I briefly mentioned this incident. My coworker said it sounded like I have a trust. One of my siblings asked our mom if our dad had left us a trust and she said that he did not. My mom and I do not have a good relationship and so I’m not in the position to ask her what happened years ago in some financial service office.
My mom is not exactly the best person to me and I would not put it past her if she had been doing something behind my back by taking me there.
So I’m wondering: 1.) Does anyone have an idea of what this could be? 2.) How would I find out more information about this? My coworker says I might have a Fidelity account that I don’t know about. If I go there, is it possible to find out information about this with my ID alone?
Submitted December 30, 2018 at 04:41AM by 150261aaaaaa http://bit.ly/2CGj2WK
