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re: Banks and Estate Accounts
Posted on 11/8/23 at 4:01 pm to LSURussian
Posted on 11/8/23 at 4:01 pm to LSURussian
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.
Posted on 11/8/23 at 4:03 pm to robchand58
Chase actually thought about it. What they were missing was a piece of court paper saying that I was the rep of the estate. But the Judgement of Possession dissolves the estate, so there is no 'rep.' Its infuriating.
Posted on 11/8/23 at 4:26 pm to robchand58
quote:Okay, but you didn't answer my question. What did they say as their balloon deflated? Was it, "I don't know how to do this" (likely) or "our bank doesn't handle these types of accounts" (unlikely)?
As soon as they see 'Estate of' on the checks, you see their balloon deflate.
Or did the banker tell you, "You must have an existing relationship with our bank for us to handle an estate account for you"? If you don't have an existing account with them and they don't "know" you as a customer, you're asking them to provide a service to a non-customer. It's like you going to Rouses and demand they honor a gift card for Albertson's.
Also, estate accounts can be a bit tricky from a liability standpoint for the bank and much of the liability starts with they don't know you. Is that the case?
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