How do I go about getting proof of guardianship?

My mother recently passed away and in her Will she’s leaving money to my 2 children who are minors. One of the financial institutions will not release the money unless there is a UTMA designation or have proof from court of

guardianship.I asked if I can provide passports, birth certificates, and social

security cards but they said no.how do I go about this? What forms for I need to fill out or must I use an attorney? I even called the Probate Court and they were unaware of what this financial institution was asking for.

Asked on March 28, 2018 under Estate Planning, Connecticut

Answers:

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

Answered 2 years ago | Contributor

I am so sorry for your loss and for the situation.  So you are considered the "mother and natural guardian" of your children.  But sometimes a finaicial institution wants you to go to court to be declared the legal guardian of a child to be able to release funds to you.  Mostly to protect themselves against releasing funds to one parent over another parent, especially if they are divorced. Here is a link to help you navigate the system.  You can likely do it yourself but it may pay to go for a flat rate consultation from a lawyer in your area.  Good luck.
https://www.jud.ct.gov/lawlib/law/guardianship.htm


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