I’ve got the co-trustee blues

Sounds like in this case the lawyer is the only one who didn't screw up here. When assets aren't retitled after the first death, the executor has little or no standing to fix it after the second death. The Ed Jones guy should have needed a bunch of signed paperwork to transfer Mom's stuff and given you copies of what you signed. If you have signed paperwork authorizing the transfer it is on Ed Jones for the error. If no paperwork and all verbal, it is on you. End result is the same though. PITA. Dave
 
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