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re: Banks and Estate Accounts

Posted on 11/8/23 at 1:54 pm to
Posted by MintBerry Crunch
Member since Nov 2010
4864 posts
Posted on 11/8/23 at 1:54 pm to
quote:

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.


Sounds like this step has been done
Posted by robchand58
Denham Springs LA
Member since Nov 2012
631 posts
Posted on 11/8/23 at 2:11 pm to
Yeah, it has been done. Capitol One does not. Chase does (for customers with accounts) but the lack of a document showing that I handled the Estate - because there is no estate, made them say no..

Continuing down the list, but was hoping this August body would help. The Hancock Whitney suggestion above is my next stop. Another others with first-hand successes would be hailed as my personal heroes!


I've never before tried so hard to deposit half a million dollars in a bank...
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