My question involves estate proceedings in the state of: CA
My father died this past summer. He set up a college fund in my child's name and was the listed custodian. He forgot to assign me as the custodian upon his death. The financial firm where the account is held says we need a Letter of Guardianship certified by the court in order to transfer the account to me as custodian... any advice? My wife and I are married, our child lives with us, so it's a simple matter of proving we are her guardians. I would like to avoid using an attorney-- do I need one to get a court certification for a Letter of Guardianship, just to transfer her assets to me as custodian???
Thanks in advance for any advice you may have!