We have a deceased customer that signed a signature card as Multiple-Party Account Without Right of Survivorship. His spouse presented us with an Affidavit of Heirship, but she has a Last Will and Testament. She is trying to cash out CD's. An Affidavit of Heirship is only valid Without a Last Will and Testament according to the Texas Probate Code Section 38 CORRECT? or am I reading this incorrectly? Are we correct in requesting Estate Account paperwork since the Will needs to be probated before we release funds out of the CD's?

LizzyP -- Because this question is one that can only be answered in the context of Texas law, I suggest that you re-post it in the Texas forum (if you haven't already put it there), where users are more likely to have some familiarity with the applicable law.