EdVest 529 plan alert Wisconsin
My father had invested a significant amount of money into an Edvest 529 plan for my son
Unfortunately, my father passed away nine years ago and I have been dealing with EdVest for nine years trying to get the plan $ pushed to my son. It's totally unacceptable and it's a total cluster. I've dealt with 75 accounts since his passing and I've never had an issue with any of them as well as 10 other 529 plans where I've also never had an issue moving them to who they were supposed to go to. We live in the state of Wisconsin.
My mother is still alive, so there is no probate. My dad has a trust set up where everything from his account was supposed to go to the trust. My son was listed as the beneficiary of the account and my son is 23 years old, but I still cannot get the account to him because they said he did not have a successor listed on the account. I have sent in the death certificate, the letter of testamentary and the fact that it's in the trust I've set up a new account under my name since I am the POA and the executor of the trust and I still have no success after nine years. I just hired my attorneys to deal with this was wondering if anyone had any other ideas? My recommendation would be to never use Edvest as your 529 plan!!