Ro
I'm the executor of my parents' estate
I'm the executor of my parents' estate. JPM did not have beneficiary information for all 4 accounts even though my parents were in their upper 80s. After forwarding both death certificates, they closed Dad's accounts and said they were now Mom's. Explained Mom was also passed. Oh, we thought it was two certificates for Dad. 5 more days. Customer service overseas with heavy accent. Then they closed all the accounts, even the custodial account with a grandchild. Then they entered the grandchild as deceased also. No. She is very much alive and on active duty with the Army. They canceled her credit card and she had to spend hours on the phone to make sure this terrible mistake didn't impact her further. Again called customer service in India (?) Pakistan (?). Two more days until I got one account straightened out, maybe... This is ongoing. No more Chase or JP Morgan. Update (6/18/24) Still dealing with incompetent customer service. Chase Bank cannot help with anything from JP Morgan. My lawyer told me to bring the will that was filed with the county. That proves I am executor so they can tell me who is listed as beneficiary. Nope. Chase personal banking rep said I need proof of estate executor not will executor. The will says I am executor of the estate. That's not good enough. JP Morgan sent me pages and pages of beneficiary forms for me to fill out. I asked if my brothers also got the paperwork. They can't tell me. So should I have my brothers call ? They couldn't tell me that either. So should I have the whole country call just in case they are named as beneficiaries? They can't tell me that...


