Palm Desert, CA asked in Banking and Probate for California

Q: I am sole heir and administrator. I am in chexsystems and cannot open bank account. What will happen when house sells?

I am the petitioner in pro per. I do not have an attorney representing me. Could I amend my order and add a co-administrator?

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2 Lawyer Answers
James Edward Berge
James Edward Berge
Answered
  • Estate Planning Lawyer
  • San Jose, CA
  • Licensed in California

A: You will need formal Letters from the court which authorize you to act as Administrator for the estate of the decedent. Some banks even require letters which have been certified by the court. You will also need a new federal employer identification number for the estate If you don’t already have one to open a bank account for the estate of the decedent. You can get it online from the IRS if you don’t already have it. Other than that, you really shouldn’t have any problems in opening a new estate account. When the house sells, you’ll instruct escrow to deposit the funds into the new bank account by wire transfer.

1 user found this answer helpful

John B. Palley
John B. Palley
Answered
  • Probate Lawyer
  • Roseville, CA
  • Licensed in California

A: You could have the title company pay the money to your lawyer's attorney-client trust account. They could then make the distributions at the end of probate.

1 user found this answer helpful

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