“They’ve Passed On, But I Need to Get Into Their Bank Account…”
Jun 21, 2022The situation in this Reddit post is extremely typical among people who haven’t had to deal with a probate estate before, and my office gets these initial calls all the time. “So-and-so passed on, I need to get control of their checking account, but the bank said I need Letters Testamentary. Can you type those up for me?” Unfortunately, without them knowing, that’s like telling a plumber that a pipe burst in your house, everything is flooded and damaged, but if they could just sell you a roll of duct tape, everything will be back to normal in a few seconds. So what do you do when the bank tells you to get “Letters Testamentary?”
In this video, I review this post and explain the answers to this important question.
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