Edward Jones

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Aug 28, 2008 9:40 am

I am a newbie to this site and looking for information.  Has anyone else had as bad an

experience dealing with Edward Jones as we have?  I am beginning to think once they get your money they NEVER TURN LOOSE.  We are trying to settle an estate and the account has been frozen for months.  Everytime we produce one document, they want yet another and another until it is getting absolutely ridiculous.
Aug 28, 2008 9:52 am

C'mon, Spears.

Aug 28, 2008 9:56 am

Tex ...that is why you hire a lawyer/solicitor.

Aug 28, 2008 10:05 am
texmexgal:

I am a newbie to this site and looking for information.  Has anyone else had as bad an

experience dealing with Edward Jones as we have?  I am beginning to think once they get your money they NEVER TURN LOOSE.  We are trying to settle an estate and the account has been frozen for months.  Everytime we produce one document, they want yet another and another until it is getting absolutely ridiculous.
 
Let's assume for a minute that you're for real and not somebody drumming up another EDJ thread. 
 
You need to give us some additional info.  First, how is the account registered?  What documents have you produced?  How long have you been trying to remove the money from the estate?  What state do you live in?  Estate laws are different in every state, so you need to give us that detail.  Has the estate cleared probate yet?  Is it actually an estate (meaning that the assets do in fact have to go through probate) or is it a trust or was there a TOD on the account? 
 
You do understand that it is a legal process that you are going through and that without the correct paperwork NOTHING is going to happen.  I've been working on an estate case for about 5 months now and the clients are doing everything in their power to get me the documents I need.  It can just take a while sometimes. 
 
Give us some details and perhaps we can shed some light.  If you are just another incarnation of spears, then hopefully this thread will die soon. 
Aug 28, 2008 10:06 am

Thanks, guess that is my next step.  I even called the home office and they

all but hung up on me.
Aug 28, 2008 10:10 am

We have a valid will with no need to probate, but a certified copy of a properly filed Munument of Title was provided.   Now, in addition, they are requiring an attorney drafted Affidavit of Heirship.   We live in Texas.

Aug 30, 2008 10:20 pm

having a will only = probate.  The lesson here is not EDJ is bad, its everyone with some assets should have a trust.

Aug 30, 2008 10:58 pm
texmexgal:

We have a valid will with no need to probate, but a certified copy of a properly filed Munument of Title was provided.   Now, in addition, they are requiring an attorney drafted Affidavit of Heirship.   We live in Texas.

 
Do you know anything about settling an estate?  What are you even doing on this site?  What's your RR mag subscription #?
 
Admin, please.