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HOW DO I REMOVE CUSTODIAN FROM MY DECEASED CHILDS UGMA UTMA ACCOUNT?

Sacramento, CA |
Filed under: Estate planning

MY SON PASSED AWAY IN 2007 (HE REACHED LEGAL AGE IN 2006) THE CUSTODIAN WON'T SIGN OFF THE ACCOUNT. WHAT DO I DO? I CALLED THE COMPANY AND THEY AREN'T ANY HELP AT ALL. THEY TOLD ME I COULDN'T USE A SMALL ESTATE AFF. THE ACCOUNT IS LESS THAN 20,000. I DO HAVE A SIGNED ACTIVE ASSETS ACCOUNT APPLICATION THAT THE CUSTODIAN SIGNED IN JANUARY, 2008 NAMING ME AS SECOND ADDITIONAL ACCOUNT OWNER. CAN I USE THIS?

Attorney Answers 1


  1. You should be able to use the paperwork naming you as second additional account owner. You will need to provide a certified copy of your son's death certificate.

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