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#408636 - 08/15/05 08:24 PM documentation - estate accounts
Anonymous
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What do you normally expect your bank to obtain to authorize an individual to open an account in the name of an estate?

Thanks.

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#408637 - 08/15/05 08:53 PM Re: documentation - estate accounts
rainman Offline
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rainman
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Copy of death certificate, court order/letters testamentary appointing the personal representative, and identification of the personal representative.

(I suppose if we have the letters testamentary, the death certificate may be overkill - ha ha, no pun intended - but it somehow seems wrong not to get it.)
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#408638 - 08/15/05 09:52 PM Re: documentation - estate accounts
Anonymous
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Would you think the court order alone is insufficient?

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#408639 - 08/15/05 10:07 PM Re: documentation - estate accounts
rainman Offline
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rainman
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Posts: 3,238
Off the top of my head, I can't think why the court order wouldn't be sufficient - if there's an order appointing a p.r. for an estate, then the decedent must have died!

So for that reason, I wouldn't jump up and down about not having the death certificate.
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#408640 - 08/16/05 06:37 AM Re: documentation - estate accounts
Jokerman Offline
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Quote:

if there's an order appointing a p.r. for an estate, then the decedent must have died!





You and I are the trusting sort...

(The original post was mine.)

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#408641 - 08/16/05 06:15 PM Re: documentation - estate accounts
Loving Life Offline
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Loving Life
Joined: Aug 2005
Posts: 224
Florida
Don't forget to check the date that the letters were certified. We require Letters to be certified within the last 60 days. Remember - Personal Representative designations sometimes change.
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