Account Estate Bank For Letter In Hillsborough

State:
Multi-State
County:
Hillsborough
Control #:
US-0034LTR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

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  • Preview Sample Letter to Bank concerning Accounts of Decedent
  • Preview Sample Letter to Bank concerning Accounts of Decedent

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FAQ

Any bank can handle an estate account. It isn't exactly rocket science, the main difference being the signer on the account was court-approved. Pick your favorite bank and go there.

Something that often catches a newly appointed personal representative off guard is the requirement to open and manage an estate banking account. Typically, the account is a basic checking account and is often named “Estate of Deceased's Name, Executor's Name, Executor”.

Once you've been appointed executor or personal representative by the probate court, you'll probably want to open a bank account in the name of the estate. Usually, an account for an estate is registered in this or a similar way: "Estate of Gerald S. Smith, Deceased, Pamela S. Smith, executor."

Contact the bank in advance to ensure you arrive with the appropriate documents, but you'll likely need to bring a notarized or certified copy of the death certificate and proof of your identity, such as a driver's license or passport. You'll also need the decedent's legal name and Social Security number.

Something that often catches a newly appointed personal representative off guard is the requirement to open and manage an estate banking account. Typically, the account is a basic checking account and is often named “Estate of Deceased's Name, Executor's Name, Executor”.

However, the following is the average time of the probate process in Florida: Up to three months for simple estates. Up to one year for standard formal administrations. Two or more years for complex and litigated estates.

To reach Hillsborough County's Customer Service and Support Department, please call (813) 272-5900.

The Probate Court requires the original will to be filed. Our mailing address is PO Box 3360 Tampa, FL 33601.

However, the following is the average time of the probate process in Florida: Up to three months for simple estates. Up to one year for standard formal administrations. Two or more years for complex and litigated estates.

Probate matters are public record. In many cases, family members can use the court's website to check the status of probate. However, those experiencing difficulties obtaining Florida probate records can reach out to an estate planning lawyer for assistance.

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Account Estate Bank For Letter In Hillsborough