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What If a Bank Is Still Reviewing an Estate Records Request? | NC

Pierce Law Group

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Q: What can I do if a bank or credit union is still reviewing an estate document request? A: First, confirm that the institution has current certified Letters Testamentary or Letters of Administration, any requested certified death certificate, clear account information, and a signed authorization allowing the law firm to receive records. Ask in writing whether the file is complete, what remains…

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