When the Bank Says No: Executor Roadblocks & Probate Solutions
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When the Bank Says No: Executor Roadblocks & Probate Solutions
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About this listen
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A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance that can make all the difference.
Here’s some of what we discuss in this episode:
🏦 When the Bank Says No: why your will and death certificate aren’t enough
📜 Court Approval Required: the legal steps missing before you can access accounts
⚖️ Get Legal Guidance: why an estate attorney must be part of the process
📚 What To Do Next: practical steps and resources for new executors
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