[WSBARP] Letters of Trusteeship?

[Setareh Mahmoodi]

How about a certificate or affidavit of trust? That usually satisfies most
institutions.

Setareh

On Mon, Oct 4, 2021 at 2:37 PM John J. Sullivan <sullaw at comcast.net> wrote:

> Listmates:
>
> I have a new bank thing. I’m probating a will up here with a testamentary
> minor trust with a situs in CA. Trustee went to open a bank account in CA.
> Bank says it needs “Letters of Trusteeship” from the court. Apparently
> that’s an actual thing in some states like CA or NY.
>
> Obviously, I won’t be able to get them up here. Does anyone have
> experience with CA banks? Will they accept an explanation? I was thinking a
> Receipt and Release (which I need to file up here anyway) would evidence
> the source of funds and the trustee’s acceptance of appointment. I could
> even work in an oath I suppose.
>
> John J. Sullivan
>
> Sent from my iPhone
>
>
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