Accessing Deceaseds Bank Account

Summary

If a bank account is not included in a trust, it becomes part of the probate estate in Arizona. To access the account, you may need to open a probate case and obtain a court order. Consulting with a probate attorney is advisable for precise guidance.

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April bauer
Hello April Bauer, how can I assist you with your legal issue today?
My father passed away bad he had a trust I am his successor trustee. He did not put his bank account in the trust but I'm wondering if I can access this bank account if I provide the Certification of Trust and authority
Hello April Bauer, I'm sorry for your loss. Generally, banks will require a court order to release funds from an account not held in trust. Can you share which state you're in? Laws vary by location.
Arizona
Hello April, in Arizona, if the account wasn't included in the trust, it becomes part of the probate estate. To gain access:
- You may need to open a probate case.
- A court order may be required.
Consult with a probate attorney for precise guidance.