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”.

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."

The best banks to open an estate account Schwab One Estate Account. Fidelity Estate Account. Estate Services. USAA Survivor Relations.

In order to open a checking account, you generally need to present to the bank a copy of the death certificate as well as your legal appointment paperwork, e.g., a certificate of qualification or Letters Testamentary. You should gather these ahead of time before going to the bank.

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Get information on estate planning basics, tips, and how to know if you need a lawyer to help. Includes help planning for the unexpected.We work closely with families and a team of highly-regarded external attorneys and advisors to design and execute plans to manage your estate. First United Wealth Advisors are specialists, experienced in the orderly administration of estates. Enrolling for online banking service: Visit the First United Bank website or click this link to access the online banking enrollment form. Your heirs will have a faster and easier time getting access to your assets, including your bank accounts. You can plan to save your estate money on taxes. Fund, manage, and use your account to pay for flights or give as a gift. Your heirs will have a faster and easier time getting access to your assets, including your bank accounts. You can plan to save your estate money on taxes.

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