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trust paperwork

November 3rd, 2007 at 10:44 pm

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Got the trust "paperwork" from Ameriprise last night. Basically its a transfer document, transferring title from one account to another. I can tell a little bit from where I'd initial:

--Grandma had some of her money in mutual funds and some in brokerage (stocks). That's not a big surprise, even at 96 you can't hold everything in bonds and CDs.
--Cousin signed as the executor.
--I'm listed as "Niece". Interesting slip. I'm not the niece of grandma, current (dead) owner of part 1. In a sense, I am the niece of the executor, kinda.

I don't think I'm going to sign this until the relationship is changed and correctly established. Its not accurate - and all the research it would have taken is a glance at the obituary. Not to mention niece implies a non-direct line, while granddaughter is a direct line. I figure if I sign it, I let the slip go.

Time to call and email. Maybe I'll make it an innocent email, maybe I won't.

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