“They’ve Passed On, But I Need to Get Into Their Bank Account…”

Jun 21, 2022

The situation in this Reddit post is extremely typical among people who haven’t had to deal with a probate estate before, and my office gets these initial calls all the time. “So-and-so passed on, I need to get control of their checking account, but the bank said I need Letters Testamentary. Can you type those up for me?” Unfortunately, without them knowing, that’s like telling a plumber that a pipe burst in your house, everything is flooded and damaged, but if they could just sell you a roll of duct tape, everything will be back to normal in a few seconds. So what do you do when the bank tells you to get “Letters Testamentary?”

 In this video, I review this post and explain the answers to this important question.





Avoid Probate Panic: https://youtu.be/7fv4hmBw9Z4

The Four Downsides of Probate: https://youtu.be/uBoclwxXTxs


Estate Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofrcWCdiJhvVyT-3FP9g4oc6

Medicaid Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofo-p9kCyJoGnW8DNQ8Vd58K

Special Needs Estate Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofpebbVuL0dFey2ehaGy40Et

Professional Series Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofoXPNgR_-6Nxdw08hdX0qih

Financial and Insurance Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofqPOeJ6HYqSmjoc6DXltsWl



Special Needs Planning Webinar.  FREE WEBINAR. There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs. http://www.specialneedsplanningwebinar.com.

Trust Funding Webinar.  FREE WEBINAR.  It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques. http://www.trustfundingwebinar.com.

Medicaid Planning Webinar.  FREE WEBINAR.  When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the ten biggest Medicaid Planning mistakes people make. http://www.medicaidplanningwebinar.com.

Estate Crash Course.  What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives. http://www.estatecrashcourse.com.

VA Pension Crash Course.  One of the least known, least utilized benefits available to senior veterans is the Veterans Pension Benefit. This course reviews the ins and outs of the benefit, who it is meant to help, and the all-important four big tests to qualify. http://www.vapensioncrashcourse.com.

The Six Keys to Successfully Planning Your Estate.  Get organized in planning your estate through this FREE REPORT before you start spending hundreds of dollars an hour with an attorney. http://www.sixkeysreport.com



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#estateplanning #probate #lastwillandtestament

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