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re: Banks and Estate Accounts

Posted on 11/8/23 at 3:33 pm to
Posted by LSURussian
Member since Feb 2005
127005 posts
Posted on 11/8/23 at 3:33 pm to
quote:

the bank folks quit listening when they see the E-word
Banks handle estate accounts all the time.

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 by robchand58
Denham Springs LA
Member since Nov 2012
631 posts
Posted on 11/8/23 at 4:01 pm to
Nope. Have all the paper work. Death Cert, Will, Judgement of Posession, EIN from the IRS, all done. Even left the six figure deposit checks in view where they could see them. As soon as they see 'Estate of' on the checks, you see their balloon deflate.
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