Mchenry, IL asked in Probate for Wisconsin

Q: As the executor and beneficiary of my late fathers will. That has already been through probate.

Do I need to show a copy of the will to the bank?

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1 Lawyer Answer
Thomas B. Burton
Thomas B. Burton
  • Estate Planning Lawyer
  • Eau Claire, WI
  • Licensed in Wisconsin

A: I would need to know more details to answer this question correctly, but generally, you are required to file the Will with the Probate Court in the County where the decedent died within 30 days of your knowledge of their death. This is required to begin opening a probate action in that County. If the bank has accounts that are required to pass through probate (meaning they did not pass non-probate such as by a Payable on Death designation or through a Trust) then the Bank may want to see a copy of the Will. What happens to the bank accounts will be dictated by the Will if the accounts did not pass non-probate (outside the Will). I would work with a qualified probate attorney in the County where the decedent died to help you sort through all of this. Depending on the size of the estate, if you need to open an informal probate administration, then there are multiple steps that must be followed before you get to the point where you can distribute bank accounts.

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