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Banks and Estate Accounts
Posted on 11/8/23 at 1:34 pm
Posted on 11/8/23 at 1:34 pm
Short Version: BTR Area. Uncles Will has gone through Probate - all good. I have a 'Judgement of Posession' that the attorneys says replaces the 'Estate.' All good, - BUT!! Problem is, the checks being cut from his accounts to me (executor) all are to the "Estate Of," so the bank folks quit listening when they see the E-word. So my question is, anyone know of a BR Area Bank that will handle 'Estate' like banking? And thanks.
10
Posted on 11/8/23 at 1:41 pm to robchand58
I dealt with Hancock Whitney for an estate account. Make sure you show a transaction once a month to avoid a $10 monthly fee for inactivity.
Posted on 11/8/23 at 1:43 pm to robchand58
Just remember: 10% for the big guy.
(God, not Joe Biden)
(God, not Joe Biden)
Posted on 11/8/23 at 1:46 pm to robchand58
Show them the Judgment of Possession and tell them to write checks to the person who the JOP says to
Posted on 11/8/23 at 1:53 pm to robchand58
Any major bank will. You have to have an executor or administrator appointed and get a federal tax ID number. Then the succession representative can open a succession account.
Posted on 11/8/23 at 3:25 pm to robchand58
You need to not talk to a teller and talk to someone at the bank that actually knows what they are doing.
Posted on 11/8/23 at 3:33 pm to robchand58
quote:Banks handle estate accounts all the time.
the bank folks quit listening when they see the E-word
My gut tells me there's something you're not fully telling us about your paperwork or about the interaction you had with the bank.
For example, what did the bank person say to you immediately prior to their "quit listening"?
Posted on 11/8/23 at 4:46 pm to robchand58
Banks, brokerages, state agencies, etc. are bad about this. They think they know the law, they're usually wrong and they're obstinate even when you show them what the law says. It's usually easier to give them what they want than fight them on it.
We pay a $100 franchise tax to the state every year even though as a professional corporation we don't owe it. They send us the tax notice every year and we got tired of going round and round with them about it.
We pay a $100 franchise tax to the state every year even though as a professional corporation we don't owe it. They send us the tax notice every year and we got tired of going round and round with them about it.
Posted on 11/8/23 at 4:51 pm to robchand58
PNC
Posted on 11/9/23 at 7:43 pm to robchand58
I'll give you 40% if what its worth.
Posted on 11/9/23 at 7:52 pm to robchand58
You have to do a succession in Louisiana and it should list whomever the will list will have access to banking information.
I went through this lately and it was a pain in the arse.
I went through this lately and it was a pain in the arse.
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