NBC 5 Responds helps widower recover thousands of dollars from joint account with late wife

NBC 5 Responds News

NBC 5 Responds helps widower recover thousands of dollars from joint account with late wife
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Roy Trejo and his wife, Jean, were married for 34 years when she passed away from lung cancer in 2020.

As time went by, Trejo said he got some surprising news. An unexpected windfall from Social Security meant he was able to pay off his mortgage. “It did feel really pretty good at the time,” Roy told NBC 5 Responds.

Trejo said he planned to use the money to complete upgrades at his home. But when he tried to deposit the checks at the bank, things took a turn. He couldn’t cash the checks without his wife’s signature, because the checks were made out to both of them. When Trejo couldn’t get this problem resolved with his mortgage company on his own, he called NBC 5 Responds for help. He said that got the ball rolling. “Right away, my phone started ringing. I started getting emails and they were wanting to talk to me.”

After months of delay, Trejo's mortgage company finally responded. About a week after NBC 5 Responds got involved, Trejo said he was wired the six thousand dollars the mortgage company owed him.

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