If my mother passed and her bank wants an affidavit to release the funds in her account, how do I start the process?
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If my mother passed and her bank wants an affidavit to release the funds in her account, how do I start the process?
Asked on December 4, 2014 under Estate Planning, California
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 9 years ago | Contributor
I am so sorry for your loss. I am going to make a few assumptions here. First, that you have the legal right to inherit under the law and second, that the value of the estate is under $150,000. The law in California allows you to avoid probate and prepare an Affidavit for Transfer of Personal Property in this instance. I am going to give you a link to the CA court system that will explain how to get this started. Good luck.
http://www.courts.ca.gov/10440.htm
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