How do I go about getting proof of guardianship?
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How do I go about getting proof of guardianship?
My mother recently passed away and in her Will she’s leaving money to my 2 children who are minors. One of the financial institutions will not release the money unless there is a UTMA designation or have proof from court of
guardianship.I asked if I can provide passports, birth certificates, and social
security cards but they said no.how do I go about this? What forms for I need to fill out or must I use an attorney? I even called the Probate Court and they were unaware of what this financial institution was asking for.
Asked on March 28, 2018 under Estate Planning, Connecticut
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 6 years ago | Contributor
I am so sorry for your loss and for the situation. So you are considered the "mother and natural guardian" of your children. But sometimes a finaicial institution wants you to go to court to be declared the legal guardian of a child to be able to release funds to you. Mostly to protect themselves against releasing funds to one parent over another parent, especially if they are divorced. Here is a link to help you navigate the system. You can likely do it yourself but it may pay to go for a flat rate consultation from a lawyer in your area. Good luck.
https://www.jud.ct.gov/lawlib/law/guardianship.htm
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