Greenville, SC asked in Probate for New York

Q: If there are bank accounts in one person’s name, are they still to be added to the estate?

My brother, the executor of my Mom’s estate, says that all bank accounts are to be added together, then divided equally. The bank said I have 3 accounts in my name and they are mine. What is the truth here?

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2 Lawyer Answers
Inna Fershteyn
Inna Fershteyn
Answered
  • Probate Lawyer
  • Brooklyn, NY
  • Licensed in New York

A: Anything that's in your name belongs to you. Not part of the estate.

https://brooklyntrustandwill.com/elder-law/

8 users found this answer helpful

Michael David Siegel
Michael David Siegel
Answered
  • Probate Lawyer
  • New York, NY
  • Licensed in New York

A: If you are the beneficiary or joint holder, the bank will talk to you. Call the bank.

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