Legal Question in Wills and Trusts in Pennsylvania
in Pennsylvania do you need a lawyer to close a deceased mothers checking account or CD?
1 Answer from Attorneys
You don't necessarily need a lawyer, but you do have to administer mother's estate. A bank or other financial institution will be looking for a certificate of the Register of Wills for the county where she resided, to show who is authorized to act with respect to assets of the estate.
This response is not legal advice, since I do not have all of the information that would be required, and I do not have a representation agreement with you.
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