Thursday, February 18, 2016

Quite The Find

as told by Samantha Spade

The search that millionaire Joe Gamble’s housekeeper, sole beneficiary and executor of his Will, hired to me to do has turned up a major find.  That man kept money so many places and ways that I almost missed another $2 million dollars.

Last week I found a reference to an account number at a brokerage firm that was supposedly held by Joe as trustee of the Living Trust of Joe Gamble dated 2/19/2001.  I really just expected another dead end when I called into the brokerage firm. But they said the account was live.  Then, after some work proving that as Joe’s executor’s authorized investigator I was entitled to the information, they revealed that the stock in the account was worth over $2 million.

But I still have a major problem.  I don’t know where the Living Trust itself is.  I must find it in order to know who gets the unexpected New Year’s gift from this great find.  (If you don’t mind my saying… not just any investigator would have found it).

You see, a Living Trust has its own list of beneficiaries.  I might have found some more money for the housekeeper, but who knows, someone else might be the lucky party this time.

A Living Trust can name who you want to get your money, just like a Will can, but they get it without going to probate court.  For help on figuring out how to leave your property the way you want, call my lawyers at (815) 436-1996 for an appointment. 

© 2016 Gruber Law Office, Ltd.

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