Are designation of attorney and letters of appointment necessary to gain pod account information for the beneficiary?

Asked over 1 year ago - Cape Coral, FL

I asked a bank in florida if my deceased grandmom left a pod account for me, my sister and dad but a person from deposit operations is asking for a designation of attorney and letters of appointment for them to provide that confidential information, but the thing is we are not in good terms with the personal representative. The personal representative told us that we were named as beneficiaries of a bank account but refused to tell us which bank it was. The only papers I can present is the living trust with my name on it as one of the heirs (real estate property), trustee's deed, death certificate and our identification (passports, visa etc).

Attorney answers (3)

  1. 3

    Lawyers agree

    Answered . If the bank is asking for letters of administration-a POD beneficiary does not exist.

    The answer given does not imply that an attorney-client relationship has been established and your best course of... more
  2. 4

    Lawyers agree

    Answered . If you were the beneficiary of the account, the bank would almost certainly tell you. I believe what they are telling you is that you are NOT the beneficiary of the account at that bank. It is likely it would be part of the estate. I would send a written request for information to the personal representative.

    James Frederick

    ***Please be sure to mark if you find the answer "helpful" or a "best" answer. Thank you! I hope this helps. ******... more
  3. 3

    Lawyers agree

    Answered . Pay on Death designations will merely require the identification of of the Payee. A Letter Testamentary pertains to a Probate Case. Sit down with an Estate Planning attorney. Take your documents with you for the consultation. See under Find-A-Lawyer. Good Luck!

Related Topics

Estate planning

Estate planning refers to the process in which you decide and document what happens to your assets after you die, by making things like wills or trusts.

Estate beneficiaries

An estate beneficiary is a person or legal entity (like a charity) that receives a percentage of your estate (property, financial accounts, etc) after you die.

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