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What estate documents can get bank account information? | NC

Pierce Law Group

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Q: If a bank says a year's allowance order is not enough to release account information, what other estate documents can be used? A: Usually, the bank wants proof that someone has formal authority to act for the estate — not just authority to receive a year's allowance. The most common documents are Letters Testamentary, if there is a will, or Letters of Administration, if there is no will or no…

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