Rialto, CA asked in Banking for California

Q: I was joint acct holder with NY aunt you was passed away.

I wait to turn in the paperwork for the estate of my aunt. I have a joint account with her. BOA is new requesting a bank statement to verify the address. When I asked them why couldn't they just print a statement they said i had to bring one it to prove it. I have every thing else from the death certificate and power of atrroney for her finances. Does this sound right

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1 Lawyer Answer
Bruce Alexander Minnick
Bruce Alexander Minnick
Answered
  • Business Law Lawyer
  • Tallahassee, FL

A: The POA you have is no good because POAs cease to have any affect when the person who gave it dies. It looks like the bank is just trying to make sure that you are who you say you are. If you are an account owner yourself you should not need anything to withdraw the funds. Go down to a branch of BOA and talk to the branch manager or assistant branch manager.

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