Waltermelon
Junior Member
What is the name of your state? OH
My father passed away recently and when I arranged for the death notice, the newspaper stated that we couldn't include that donations be made to the spouse, but that we could easily set up a memorial fund at any bank and state in the notice that donations be made to the memorial fund. When I asked if the bank would do that the person at the paper said "no problem," people do it all the time. Well now there's a problem. My mother wants me to handle the account and her finances, but my own bank won't let me open the account. They are requesting all kinds of estate information, executor papers, probate papers, etc. There is none of that aside from a notarized paper from 7 years ago stating that their belongings will be distributed to my sister and I upon death. This money was not a part of the estate and there is no estate to disburse aside from a junk car and personal belongings. I have all the proof necessary that I am the daughter - I even have all of the checks.
Should I just have my mother endorse the checks over to me and try to open a regular account? Should I try another bank? This is so frustrating.
My father passed away recently and when I arranged for the death notice, the newspaper stated that we couldn't include that donations be made to the spouse, but that we could easily set up a memorial fund at any bank and state in the notice that donations be made to the memorial fund. When I asked if the bank would do that the person at the paper said "no problem," people do it all the time. Well now there's a problem. My mother wants me to handle the account and her finances, but my own bank won't let me open the account. They are requesting all kinds of estate information, executor papers, probate papers, etc. There is none of that aside from a notarized paper from 7 years ago stating that their belongings will be distributed to my sister and I upon death. This money was not a part of the estate and there is no estate to disburse aside from a junk car and personal belongings. I have all the proof necessary that I am the daughter - I even have all of the checks.
Should I just have my mother endorse the checks over to me and try to open a regular account? Should I try another bank? This is so frustrating.