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Joined: Jan 2001
Posts: 14,920 Likes: 92
Booner
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Booner
Joined: Jan 2001
Posts: 14,920 Likes: 92 |
i see no need to probate it . nothing to probate . being on the banking account is a very good thing . if you wasnt , then you need to probate to get the money This; I was on all my Mom's accounts and was executor. I distributed the assets to myself and 2 brothers as called out in the will; per my lawyer and accountant. They recommended keeping any bank, brokerage or credit card accounts active for 6 months prior to closing in case there were any delayed credits, etc. If there are any insurance policies; death certificate will get you the proceeds. Biggest problem was getting Social Security and Veteran's benefits to stop sending funds. Planning by being on accounts makes things very easy.
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