Legal Question in Wills and Trusts in Connecticut
does fudiciary need tax # to access deceased's money
my mother passed away with no will. i was named fudiciary. when i went to the bank to put her money into an account with my name under her estate i was told that i have to have a tax #. is this correct and if so how do i get one and do i now have to pay an accountant or should my lawyer handle this?
Asked on 6/22/06, 6:49 pm
1 Answer from Attorneys
John Heffernan
Heffernan Legal Group, LLP
Re: does fudiciary need tax # to access deceased's money
You do need a tax ID #.You can get one at IRS.gov, or you can have your attorney handle everything. It depends on the size of the estate as to whether you want to hire a lawyer. It's obviously a lot easier, but if it's a $10,000 estate, it's not worth it. You can contact me if you want prices, etc.
Answered on 6/23/06, 11:40 am