QUESTION
How can I find a mutual fund account my grandfather set up in my name?
Asked on Apr 03rd, 2013 on Trusts and Estates - California
More details to this question:
My grandfather recently passed away and while trying to settle his estate, my dad came across a statement for a Strategic Asset Management portfolio my grandpa set up in my name, with my grandpa as the custodian. The account was with Washington Mutual who no longer exists and when I call the number provided they say the account number is no longer on file. Is there any way to find where this account may have gone?
1 ANSWER
Taxation Attorney serving Santa Monica, CA
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Lyster, Inc.
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Have you done a search for unclaimed property? The California State Controller's office maintains a website to do searches: http://scoweb.sco.ca.gov/UCP/Default.aspx. If you've done a Google search you may have come upon this page: http://en.wikipedia.org/wiki/Washington_Mutual, which gives a good summary of what happened to Washington Mutual. The old Washington Mutual branch where your grandfather banked, is that now a Chase Bank? Did you try asking there?
Answered on Apr 05th, 2013 at 2:33 PM