Consumer complaint received 2024-09-18 00:00:00
Product: Checking or savings account — Other banking product or service
Issue: Managing an account — Funds not handled or disbursed as instructed
Company: WELLS FARGO & COMPANY
State: OR

Complaint narrative:
My aunt, XXXX XXXX died on XX/XX/XXXX leaving a will funding XXXX XXXX XXXX XXXX of which I am a named beneficiary. While I was awarded one part of the money, a second part ( {$300000.00} ) was never distributed to me. The Trustee ( Wells Fargo Bank , N.A . with XXXX XXXX of Wells Fargo Advisors XXXX, Texas aXXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXXssured us that she was worthy of my aunt 's trust. We flew home, buried other relatives and forgot about the paperwork. Late last year while going through old boxes, I came across the aforementioned documents and realized that {$300000.00} was never distributed to " Trustee of XXXX XXXX  Trust created in Article 5 for the benefit of XXXX XXXX brother, XXXX XXXX XXXX '' ( as quoted in the Amendment of Trust Agreement ). XXXX XXXX XXXX XXXX ( The XXXX XXXX XXXX ) was created on XX/XX/XXXX and no check was ever issued to me from my aunt, XXXX XXXX XXXX, or the XXXX XXXX XXXX in the amount of {$300000.00}. 

Furthermore, I researched that Trust beneficiaries are lawfully entitled to an accounting of the Trust and a copy of the Trust document. We were told in XXXX by XXXX XXXX that we were not entitled to these things. I then wrote letters to Wells Fargo seeking restoration and to reclaim what my aunt intended for me. The letters I wrote also indicate that the Amendment to the Trust may have been made after my aunt 's death. If the official and notarized signature page to the amendment was printed on the same printer as the other documents and the printer document number in small print at the bottom of each page is after XXXX ( as on her Last Will and Testament filed and dated XX/XX/XXXX after her death ) then the signature of my aunt is a forgery. The amendment is null and void. And there is theft and Grand Larceny involved of about {$10.00} XXXX dollars! Additionally, there were Texas oil leases involved and oil income ( about {$15.00} XXXX ) which would have continued perhaps to this day. If that is so, then there is a current prosecutable crime involved. 

My complaint to Wells Fargo 's Enterprise Complaints Management Office ( ECMO ) proved unsatisfactory and the case was closed. I was told that I needed to provide the account number for the Trust. I do not have that number. Wells Fargo has the number. I realize that 15 years have passed and locating that number is problematic. However, I am XXXX XXXX XXXX with no XXXX or pension other than Social Security. I can't seem to get hired anywhere. I started a business in XXXX and it is failing. I can not pay rent and pay my credit cards, too. I am close to homelessness. I do not want to hear Wells Fargo tell me how hard it would be for them to find the account number! 

Trusts do not have an expiration date and Wells Fargo is the Trustee. I need what is owed me. I ask for your help, please!

Company public response: Company has responded to the consumer and the CFPB and chooses not to provide a public response
Company response to consumer: Closed with explanation