How can I know on which bank acount my late grandmom made me her beneficiary?

The executor told me that I am a beneficiary of a bank account but she won’t tell me the full details like the name of the bank or where is it located. Probate has been filed under formal administration and I acquired a property through a living trust by checking the Clerk of Court’s website. Where can I get a copy of this trust? Is it possible that the bank account is stated in the trust? Probate was filed 2 years ago and was dischared last 2 month ago. As of now I am trying to get a copy of the probate documents.

Asked on July 20, 2012 under Estate Planning, Florida


M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

I am so sorry for your loss.  Probate was discharged and you have yet to hear about the account and your inheritance?  Wills are public record when filed but trusts are not. Yet you as a beneficiary should have received a copy.  I would speak with a lawyer as soon as you can here.  Good luck.

IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.