How to get a letter of Testamentary from Next Co Texas to access my deceased father’s bank account that he opened in SA Tx

My dad opened an account
with Wells Fargo in SA and
I am now in Colo and I am
having a great deal of
trouble with getting access
to the account. They tell
me I need a letter of
Testamentary from Texas to
get it done.

Asked on March 28, 2018 under Estate Planning, Colorado

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 2 years ago | Contributor

I am so sorry for your loss. Generally what happens is that the state freezes accounts of people who pass away. You would have to file a Petitoon in the Probate Court of the county in which he resided at the time of his death in order to be appointed as the personal representative of the estate and receive Letters of Adminsitration to allow you to marshall his assets, i.e., clear out the bank account.  Sometimes states have small estate proceedings that allow easier ways to do this, but it caries from state to state.  Do a search online of the state Probate Laws wherer Dad passed and see what the requirements for a small estate are.  Good luck.


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