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First, check with the bank to see if "payable upon death" arrangements were made for that account. The owner of a bank account can sign a form with their bank to make their accounts payable to a beneficiary of their choice in the case of their death. If that arrangement wasn't made in your case then you need to go to probate court and petition to be appointed the fiduciary for the estate of the Survivor of your mother and brother. The court clerk can tell you what type of petition to file depending on the value of the property in the estate. You would then be propvided with the authority to close out that account. If there is real estate involved a full probate must be done in order for title to the real estate to pass to the jeirs legally.

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16y ago

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