RUN - Dishonest; Won't Release Funds
RUN! Equity Trust has held our money for months and keeps finding reason after reason not to release it. My mother passed away and I am Trust Protector of the trust which was listed on my mom's ROTH as the beneficiary.
It has been almost 6 months since my mother passed away and I have jumped through every hoop and sent them every form, document, photo, etc that they have requested.
The trust has lost almost $12K because I could make the investments I desired because they won't release the money. We are now filing a small claims suit.
For everyone on here who has had a problem... You should file a small claims suit as it is cheap and easy. You may not recover everything, but hopefully you can at least recoup some of your losses. And when you win, be sure to post it on the internet as a photo on Yelp, Google or anywhere people can see it so they are warned.
Date of experience: September 24, 2024
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