Lorton, VA asked in Estate Planning for Virginia

Q: Will bank release detailed bank records to administrator of an estate?

My mom and I had a joint savings account and I had closed it prior to my mom’s passing. The account was established in 2005 and had right of survivorship. There was nothing to probate but my brother had himself appointed as administrator and wants access to her bank statements. I’ve paid all her bills and there is no debt. Is the bank obligated to give him the records?

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1 Lawyer Answer
Matthew Lane Kreitzer
Matthew Lane Kreitzer
  • Estate Planning Lawyer
  • Winchester, VA
  • Licensed in Virginia

A: There are several situations in which the administrator can compel the production of bank records. There is insufficient information to determine the purpose of doing so, and whether it is allowed under the law. If you are concerned about this process, you should speak with a lawyer to discuss in more, confidential detail.

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