Update by user Feb 22, 2018
Maureen McCarthy AVP, GWIM Sr Team Operations Mgr U.S. Trust, Bank of America Private Wealth Management 100 Federal Street/MA5-100-03-01 Boston, MA.
02110 Tel: 617-434-1334 Fax: 617-434-0556 email@example.com this is lady is most frustrating to me.
How this lady can't find a trust. But everybody ELSE CAN.
Original review posted by user Feb 21, 2018
I was told by an employee while attempting to get the information about my inheritance at the Fresno Ca fig garden financial center Bank of America that They are not a trust company and that they do not honor WILLS. Ok well I have the trust documents too..
And the WILL is what sets the TRUST.. So IF i didnt have the WILL How would you know what the trust is to go by? i was told that the 25 page trust document that states eveything clear as day... 'Just says too little' and that its just a trust...and unfortunately the grantor is deseased ..and the successor trustees are deseaced ...accounts change names ...and documents change....
Woe wait... WHAT? !! ITS AN IRREVOCABLE TRUST ALWAYS HAS BEEN.
You ARE a trust company Right? You do know this right? Oh well we ARENT a trust company..we are a bank.. Excuse me ...
All Banks do not have TRUSTS you are a part of A TRUST company... Therefore you do have proffessionally SKILLED EMPLOYEES in WILLS AND TRUSTS to peform duties such as Closing Transfering And DiSTRiBUTING a 37 year old TRUST account RIGHT? Or is it just a Fancy Bank manager at a Desk position.. BENEFICIARIES and Afiants of TRUSTS when time comes for them to need the TRUST COMPANY NA SA who takes the role at some point to adminuster or transfer properties.
These duties need to be performed by competant employees with full knowlege of the accounts. Our inheritance was given to the ex wife because bank of america failed to verify marriage was valid. They were devorsed 4 years! They need to take responsibility for this.
Its correctable. . its a mistake ..i get that But now that you know about it ..
What are you going to do about it? Please just FIX IT MAN .
Product or Service Mentioned: Bank Of America Family Trust Account.
Reason of review: Poor customer service.
I didn't like: Inability to reach competent staff to resolve a claim, Breach of fidituary duties.