Legal Question in Wills and Trusts in California

Out of state accounts

Decedent was a California resident (10+ years). All Assets were covered by a trust except for a bank savings account in New

York under 50K. New York bank Lawyer says this has to go through probate. Shouldn't the California Affidavit for collection

of personal property be sufficient for New York to transfer funds to me?


Asked on 12/07/07, 1:30 pm

1 Answer from Attorneys

Mitchell Roth MW Roth, Professional Law Corporation

Re: Out of state accounts

Yes. The affidavit is a summary probate process in California. You should refer the NY Bank lawyer to the statute in California.

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Answered on 12/07/07, 1:45 pm


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