i am the successor account owner of a college fund and my kids are the beneficiarys. the account owner died. how can i find out who closed t...

Question

i am the successor account owner of a college fund and my kids are the beneficiarys. the account owner died. how can i find out who closed the account

Answer

First, try the institution where the account was located. It appears this might have been done by the decedent's executor or administrator, so if you are not successful at the institution, check with the Surrogate in the county where the decedent resided at date of death, and then contact that person. If the account actually had a successor named, the institution may have acted improperly in closing the account. This is a general response to an Internet question and the reply is not intended to be legal advice or as creating an attorney-client relationship.