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Account Estate Bank With United In Los Angeles
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State:
Multi-State
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Los Angeles
Control #:
US-0034LTR
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Word;
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FAQ
Once you've been appointed as the personal representative of a loved one's estate, you should open an estate checking account. An estate checking account serves as a temporary account to manage the estate's financial affairs.
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”.
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.
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.
Just make an appointment at your local financial center and an associate will be happy to assist you. You'll need to provide your probate document and the EIN number to establish the account. These items may take additional time to resolve and/or require more documentation.
Unity Bank, whose total equity has been negative since 2017, was created from the merger of nine lenders during the capital raising exercise between 2004 and 2006.
Today announced that its banking subsidiaries Town-Country United Bank and United Bank will merge effective October 1, 2024, with United Bank being the surviving entity.
United Bankshares (United), the parent company of United Bank, has closed the deal to buy Piedmont Bancorp, which owns The Piedmont Bank. This move is set to enhance United's footprint in the Mid-Atlantic and Southeast US.
'Similar cultures': United Bankshares completes acquisition of Atlanta-based bank. United Bankshares, the parent company of United Bank, on Friday completed its acquisition of Atlanta-based Piedmont Bancorp, the parent company of Piedmont Bank, in a deal valued at $267 million.
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