Legal Question in Wills and Trusts in California

Estate

My wife of 60 years passed away in Sept 05. Our assets together total just about $100,000. Yesterday I received a check (from my wife's deceased aunt's estate) for $50,000 made out to ''the estate of (my wife's name)...''

My bank will not accept a depost of this check until I open an ''estate'' account. They said I needed an EIN number which I got from the IRS. Now they say I need a notarized form establishing an ''estate''. But they are unable to tell me from whom I get this form.

How does one go about establishing an ''estate'' and who must it be established with? IRS? SSA? State of CA? County of LA?

Thank you for you time.


Asked on 3/29/06, 4:37 pm

1 Answer from Attorneys
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Estate

I presume there is not a will. You may have to file in probate court. Apart from property held in joint tenacy, did she own separate property under $ 20K? Call me directly at 16192223504.

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Answered on 3/29/06, 6:03 pm


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