This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter To Close Account After Death With No Estate In Dallas
Category:
State:
Multi-State
County:
Dallas
Control #:
US-0034LTR
Format:
Word;
Rich Text
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FAQ
Depending on the amounts involved, it's possible to close an account without probate (the legal right to deal with someone's estate when they die). Each financial institution has its own limit and so you need to contact them to see what their process is.
If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. Present either of these letters to the bank along with the death certificate to close the account.
If the deceased person's bank account was solely in their name and there was no beneficiary designated (such as a POD), the funds will typically go through the probate process.
If your husband died owning no property solely in his name, it likely means there was no legal estate (and no resulting probate or administration action required). There is no need to "prove" this formally to a Court or otherwise; you just will not need to do a formal proceeding.
The beneficiary generally does not need to hire a lawyer or file anything in court to access the funds. They should be able to simply present the bank with proof of the death (e.g. a death certificate) as well as proof of their own identity, and the bank should release the funds directly to them.
In Texas, the surviving spouse and children will usually inherit all probate assets. If there are no children or grandchildren, the property may pass to the spouse, parents, siblings, nieces, nephews, and/or other heirs, depending on the situation.
In Texas, the surviving spouse and children will usually inherit all probate assets. If there are no children or grandchildren, the property may pass to the spouse, parents, siblings, nieces, nephews, and/or other heirs, depending on the situation. Intestacy laws don't apply to nonprobate property.