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if someone is listed in a will as P.R. can they come into a bank and close out all the accounts with out going to a court house to obtain any other legal papers
Asked on June 16, 2009 under Estate Planning, North Dakota
J.V., Member, New Jersey Bar / FreeAdvice Contributing Attorney
Answered 13 years ago | Contributor
if the person was listed on the accounts with the deceased individual they have a right to do as they please with the accounts, although if the will specifically says otherwise its at least an issue to contest during probate
if the account was not joint a bank or any other financial institution should not have done anything without a letter testamentary which states the court probated the will and the individual is entitled to that account and the funds.
If this is the the case you may want to contact a local attorney, explain the situaion and see what at this point you will need to do to make the situation right. good luck
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