It took me a week to get my name back on the account and I just pieced together what happened....that are closed for today, but I am calling tomorrow...I’m hoping to be prepared for that conversation....
They are required to make you whole, do not accept any financial or tax hit, they own every expense associated with their blunder.
That’s like playing Monopoly. Bank Error in their favor. Or something like that.
Well, I’m pretty sure it’ll be okay after you notify them tomorrow. They’ll know it was an obvious mistake on their part.
Please record that conversation. Then call your lawyer.
And isn’t your social security number affixed to your account?
If a quick resolution isn’t forthcoming—within a matter of days—I’d sue the firm for full recovery and interest, plus lawyer fees, plus damages.
AND I’d sue the heirs who took your money, with your account number, address, and social security number attached in the documentation.