Thread Starter: Anonymous
Title: Re: Estate Account-- Closure
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We are in the process of closing out the estate account due to misuse of the account by the personal representative.
I think we should just cut a check to the estate and send a letter, directing the estate to take the account elsewhere.
My fear is that the fiduciary will want the check made payable to herself. I don't think we need to comply with such a demand, but I am unsure.
We don't know if the fiduciary is the sole beneficiary of the estate as it is not our policy to review wills to determine the beneficiaries.
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