samedi 10 novembre 2018

Estate Planning Issues: Close Bank Accounts

My question involves estate proceedings in the state of: New York

So my grandma passed away in December 2016. She left no will, but I am the sole heir to everything she left. She only left two bank accounts.

I got the Letters of Administration in June/July 2017. I just received the estate tax closing letter in the mail today.

I never put her money into a single estate account.

My question is, at this point, would I be able to just go to the bank and give them the necessary documents (death certificate, letters of admin, etc), transfer and/or get a check, and close out the bank account? How should I proceed?

Thank you in advance.


Estate Planning Issues: Close Bank Accounts

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