Legal Question in Wills and Trusts in New York

Court letter for claiming funds

My mother recently passed away. I find that a checking account she had has no beneficiary. As the executor of the will how do I gather these funds for distribution to her heirs


Asked on 6/28/07, 8:49 am

1 Answer from Attorneys
Michael Moberg Moberg & Associates

Re: Court letter for claiming funds

Well, if the estate is under $ 20,000, then you can commence a small estate proceeding with the Surrogate's Court (it is a simple application and the Clerk can assist you with it). If the account is over $ 20k, then you would need to commence a full probate proceeding which you should retain an attorney to assist you with.

We handle these types of matters. You may contact me directly at anytime for a complimentary consultation.

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Answered on 6/28/07, 2:50 pm


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