Pierce Law Group | Estate Administration Lawyers North Carolina
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What records can an estate request about a closed account? | NC

Pierce Law Group

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Q: What records can an estate request from a financial institution about a deceased person's closed account? A: Usually, the estate's personal representative can request records that are reasonably needed to figure out whether the deceased had an account, how it was titled, whether it had survivorship rights or a payable on death beneficiary, and whether any money was still in the account at…

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