Arizona Petition for Appointment of Temporary Administrator in Order to Gain Access To Safe Deposit Box

State:
Multi-State
Control #:
US-01501BG
Format:
Word; 
Rich Text
Instant download

Description

Whether your will should be in a safe deposit box at a bank or elsewhere, such as with your attorney, depends on what your state law says about who has access to your safe deposit box when you die. The recent trend in many states is to make it relatively easy for family members or the executor to remove the will and certain other documents (such as life insurance policies and burial instructions) from a deceased person's safe deposit box. In those states, it might be a good idea to leave your will in the safe deposit box. However, in some states, it may require a court order to remove the will, which can take time and money.

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FAQ

Arizona law says that when it appears a safe deposit box may contain the only known copy of a will or life insurance documents, ?the repository may be opened by two employees of the lessor in the presence of any person who presents himself and claims to be interested in the contents.? This is better than some states ...

In the event of a customer's death, we are under no obligation to allow access to the deposit box to any person claiming to be the personal representative but may, in our sole discretion, allow access on such terms as we deem necessary if such person produces to us: A certified copy of the Death Certificate.

Texas law allows the decedent's spouse, parent, descendant who is over 18 years of age, or the person who is named as executor in the decedent's will (if the person is able to produce a copy of the will), access to the decedent's safe deposit box.

Accessing a California Safe Deposit Box If you are named as a joint-holder on the account, you will have to give the bank a copy of the deceased person's death certificate. You may also need to show your copy of the safe deposit lease and photo identification.

Technically, Florida Statutes allow a Personal Representative who has been issued Letters of Administration to enter the safe-deposit box without a court order; however, many Judges in Florida will restrict a Personal Representative from entering a safe-deposit box without a separate court order.

If you are trying to find out if a deceased relative had a safety deposit box, your best bet is to search through their financial and legal documents for any clues or references to one. You can also contact the person's bank and ask if they had a safety deposit box.

Accessing a Deceased Person's Safety Deposit Box Notify financial institutions or banks about the death of the safety deposit box owner. Receive instructions from the financial institution on how to gain entry into the safety deposit box. Obtain court permission to access safe boxes if that is the only recourse.

California law provides that on the death of the box owner, the institution at which the box is located may deliver the contents to certain defined people (including, but not limited to, a ?relative?) if: a) the institution has no reason to believe there is a dispute over the contents; b) the person to whom the ...

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Arizona Petition for Appointment of Temporary Administrator in Order to Gain Access To Safe Deposit Box