Jeffrey Lee, Vice President and Relationship Manager of Cardinal Bank’s [now United Bank] Fairfax City office, and Ryan McConnell, Esq., an Estate and Fiduciary Specialist for Wells Fargo Wealth Bank discuss Dealing with Bank Accounts in probate.  They discuss such topics as:

• the importance of how bank accounts are titled,
• the process to close decedent's bank account,
• your ability to gain access to closed bank account information,
• the steps to take to gain access to decedent’s safe deposit box,
• the role of the small estate affidavit,
• how to open an estate bank account,
• FDIC coverage of accounts, and
• other tips based on their experiences.