ST Alpha - "The executor should have access with a copy of the will and the death certificate. -- nm*" (Reading a Post)

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In response to "STIS: When someone passes, how do you get access to their bank accounts?" by colin

The executor should have access with a copy of the will and the death certificate. -- nm*

Posted by Andie (aka Andie) Feb 7 '22, 06:30

(No message)

Responses:

If there’s no will/executor, then next of kin, but either way you’ll probs need a lawyer and a week or so. - mafic Feb 7, 06:36 4
- We have that set up with my dad's accounts. But he also keeps a cashier's check in the safety deposit box made to me so I can immediately pay whatever - sycor Feb 7, 07:40
- Your IM greatly helped when my mom passed. My step dad now has it set up this way too. -- nm - St. Epiphany Feb 7, 07:10
- Your IM is what we had with both of dave's parents, it is a good thing to do (for everyone else here - save yourself a future headache.) -- nm - Andie Feb 7, 06:39 1
  - also, if accounts xfer on death, they don't go through escrow and no estate tax. -- nm - amanda jeans Feb 7, 07:22
No will. Just death cert should do? -- nm* - colin Feb 7, 06:32 4
- probate will need to be opened if there's no benficiary. also if there is NOK and no beneficiary is designated, NOK will likely have to - amanda jeans Feb 7, 07:23
- Are you (or whomever) on the account? They'd have to be on the account, so with a death certificate the person should be able to access. -- nm - JaxSean Feb 7, 06:40
- May vary by state and probate laws for that state (but I'm not an expert on this) -- nm - ty97 Feb 7, 06:36
- Really don't know laws there, but that would give anyone with a death certificate access to a deceased person's money... -- nm* - Andie Feb 7, 06:35

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