Thomas Glenn Tripp's Answers

Thomas Glenn Tripp
Pinellas Park Criminal Defense Attorney.
Contributor Level 3

1

Attorney answers:

  1. Thomas Glenn Tripp

What is the procedure to change and/or add the name of a trustee to a bank account in FL

Asked by a user in Bayside, NY - over 2 years ago.

If there is an account that is held by a trust, the language of the trust will control who is the trustee. If it is an account that is held "in trust for" someone, then the owner of the account can change that designation with the bank. Speaking to an attorney in that jurisdiction over the phone should clear up questions you have, although it may involve them reviewing the trust document and or speaking to the owner of the account.