Q: Hello I'm trying to collect funds from my mom estate but I need some kind of estate document and I'm not sure what I nee
I don't know the document I need
A:
You haven't provided all the necessary information, e.g., where is the probate proceeding in your mom's case, and are you the named and acting Executor under the will, and has the will been accepted/admitted into probate?
If you are the named Executor, you can procure Letters Testamentary from the clerk of the probate court that specify your powers and a Letter is generally considered acceptable proof of authority over the assets of the Estate, including over any claims the Estate may have against a third party, e.g;, an insurer, or anyone who may have caused damage to your mother or her assets which you may need to litigate.
If you are merely a beneficiary under a policy of insurance, you should only need personal identification documents to collect.
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