Probate Q&A Series

Page 245 of 647

Probate Q&A Series ·

Can a bank require the estate representative to work directly with a local branch for account records? NC

Can a bank require the estate representative to work directly with a local branch for account records? – NC Short Answer Usually, yes. In North Carolina, a bank may set reasonable internal procedures for releasing a deceased customer’s account records, including directing a duly appointed estate representative to a local branch to verify authority and…

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