Legal Question in Wills and Trusts in California

A court order for the bank?

My mom passed away with a small bank account. We have her death certificate, and my brother has legal trust. The bank is saying they need a court order to transfer funds to his account. Is this correct? Do we need a lawyer to handle this?


Asked on 9/22/06, 8:52 pm

2 Answers from Attorneys
Todd Stevenson Stevenson Law Office

Re: A court order for the bank?

If the estate is under $100,000, this can and should be handled outside of the Probate Court system. A lawyer could assist you in this process for a minimal fee and/or you and your brother could handle it with the bank.

Read more
Answered on 9/23/06, 1:01 pm
Phillip Evans Law Office of Phillip Evans

Re: A court order for the bank?

If the estate is small I would suggest that you purchse NOLO PRESS book on probate, it will show you exactly what you need to handle a small estate.

Read more
Answered on 9/23/06, 12:04 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California