Probate in Florida: how do you close out the bank account of a relative who's passed away?My aunt passed last Oct. Her main asset, her house, was in a Revocable Trust, of which I am the Representative. However, she forgot to put her bank account in the Trust. We've received an escrow overpayment check made out to her, but Bank of America won't let us cash it, nor close her account. they're... | |
Make an appointment with the branch manager. Have your legal paperwork including the official death certificate with you. If you have an attorney on retainer, you might have him/her come along with you. The branch manager should have experience with this kind of stuff, so it should be pretty smooth.
Open a separate account in the name of the trust, deposit the check in it.
As was said, take your trust paperwork, along with a death certificate to the manager of the bank, you MAY be able to get it straightened out quickly.
Even with a trust, you may still need the services of a good probate attorney. Consider sitting and talking with one.
