Opening an Estate Bank Account, What You'll Need and Where To Open It
12K views · Feb 3, 2023 · Education
Comments · 46
@kineticpsi · 3 years ago
This was so helpful and full of information. I appreciate that you didn't add confusing information to get us to watch another video. Thank you!
3
@edmundcowan9131 · 2 years ago
Good
@ozzstars_cars · 3 years ago
Nice job with the video, thanks for the info!
2
@mckrakowski5468 · 1 year ago
Let me guess. The big bank was Bank Of America.
2
@sagebonsai · 1 month ago
Im the personal Representative of my mom estate thu tribal documents and wells fargo refused to have her account divided among my siblings, i was able to close her account but they given me a check saying Estate of her name. <br>This very complicated i almost want to give up as her account was less then $50,000.
1
@markpedroza7294 · 3 years ago
For those PR's who are filing as "In Pro Per" how knowledgeable is the PR aware of this? In a future video could you explain the Law of Consanguinity that CA recognizes..or the degrees of relationship ..
1
@Bassingal · 2 years ago (edited)
Here's a fun fact, YOU CAN"T SPEND ANY estate proceeds to pay the bills! We sold Mom's car, and was told I needed to produce an accounting of all the money I've already spent, MY OWN MONEY, before I can use estate money. I've been paying the mortgage, electric and trash pick up for over a year, but I can't be reimbursed from the proceeds from the sale of the car UNTIL the court reviews and approves my expenditures. So just keep that in mind. Another fun fact, my little brother tried to fight me on Administrator and that CAUSED ME TO HAVE TO BE BONDED, which slowed down everything and tied my hands. The thing is, he lives in another State, is wheelchair bound, is unemployed and lives on government money, no income from working. If he had become the Administrator, the house would have gone into foreclosure and been lost.
1
@jloo9380 · 2 years ago
what information goes on the checks for an Estate account by the executor
1
@katbackoff2642 · 3 months ago
What if there no money to open an estate account
@laurice8056 · 2 years ago
Is an estate bank account necessary if the deceased has assets in an LLC before death? Or is a bank account for the LLC all that is required prior to death?
1
@robinm.taylor2647 · 3 years ago
As court appointed administrator of estate, when closing bank accounts of deceased, that don't have listed beneficiary, are you allowed to ask the bank for monthly statements for accounts before closing and putting funds in estate account? Thank you!
1
@NaturalLivingWithElla · 3 years ago
Hello and thank you so much for providing this information. I'd like to ask what one should expect to provide personally when going to a financial institution to open the estate account. Also, is there a financial institution that you recommend other than the big banks? Thank you!
1
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