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Home#19 - Dealing with Bank Accounts


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. 




Recorded May 2016.