customerBeverlybBeardsley
The lawyer
The lawyer My. Son died ,trying to get his name off all trust . Bank will not except my bank accounts to be in trust till his name is off all papers & Christine Grace Beardsley his wife is added to trust so. Been to bank several times. Lawyer should know this about name being removed.
Response from Peak American Financial GroupJan 10, 2022
Hi there, we are so sorry to hear about that. Our company does not have any lawyers, nor do we practice law, but we can absolutely work with our attorney partners to assist with any changes. Our client services team reached out last month, but please contact us if your problem has not been resolved. Our phone is (800) 513-3243, please ask for our client services department. Alternatively you can email [email protected]. Thanks and have a wonderful day!