This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
How to Find the Bank Accounts of a Deceased Person Search Their Home and Mail. Visit Banks in Their Area. Call Their Employer. Search Online Databases. Consult With an Experienced Probate Attorney.
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.
The best banks to open an estate account Schwab One Estate Account. Fidelity Estate Account. Estate Services. USAA Survivor Relations.
Some banks or building societies will allow the executors or administrators to access the account of someone who has died without a Grant of Probate.