Is there a way that I can insure that I get the money that my grandmother left for me?

I am 17 years of age. My grandmother, who was my guardian passed away last year. She left everything that she owned too me, but since I’m 18 my aunt is in charge of whatever it is that I receive monthly. I wanted to know what happens when I turn 18. Is there a way that I can insure that I get the money that my grandmother left for me? A while ago, I stumbled upon a paper that said I will receive a certain amount of money a month for the next 2 years but my aunt never actually showed me the paper.

Asked on November 8, 2011 under Estate Planning, New York

Answers:

Sharon Siegel / Siegel & Siegel, P.C.

Answered 9 years ago | Contributor

In the eyes of the law, you are a minor.   Thus, you can't appear in court without a guardian until age 18.  However, you can ready yourself so that at that time you are not first loking for a lawyer to advise you and experience delays becuase you are not prepared.  I think while you are an "innocent" minor, you should ask your aunt for the paperwork.  Get a copy of the trust.  Ask her if the trust was formed under the will or not and who the trustee is?  Once you have that information, you have the best shot at securing the money in trust.  Ask the trustee if you cen get duplicate statements (copies of any statements she gets).  If you stumble on any papers, take them - either make a copy or just retain them.  These may prove useful to you.  


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