What is the name of your state (only U.S. law)? FL
This is a catch 22. Deceased had several bank accounts, some, if not all were set up with POD's to beneficiaries. As Executor, I'm trying to unravel the estate, round up all the medical bills, determine taxes owed etc. Part of this "discovery" of estate is knowing what accounts exist(ed), how much money is (was?) in them and who the beneficiaries are so I may contact them for their required documents to dispurse accordingly. The banks will not provide any info to me until they have the letters of administration (Testementary) showing I am the estate's personal representitive. However, I don't think I should file the Will at the courthouse to get those letters because that action in and of itself becomes evidence of my acceptance of that Will as valid and I'm considering contesting the Will depending on the distribution of the POD accounts. Is this true ? ..or can I file the Will, obtain the letters of admin, retreive the info from the banks, then decide whether to contest the Will ? - thx
This is a catch 22. Deceased had several bank accounts, some, if not all were set up with POD's to beneficiaries. As Executor, I'm trying to unravel the estate, round up all the medical bills, determine taxes owed etc. Part of this "discovery" of estate is knowing what accounts exist(ed), how much money is (was?) in them and who the beneficiaries are so I may contact them for their required documents to dispurse accordingly. The banks will not provide any info to me until they have the letters of administration (Testementary) showing I am the estate's personal representitive. However, I don't think I should file the Will at the courthouse to get those letters because that action in and of itself becomes evidence of my acceptance of that Will as valid and I'm considering contesting the Will depending on the distribution of the POD accounts. Is this true ? ..or can I file the Will, obtain the letters of admin, retreive the info from the banks, then decide whether to contest the Will ? - thx