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All you need is the letter of authority and a tax number. The first is issued by the probate court, the second can be applied for online with the federal government.

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Q: How do you set up an estate account in a bank in California?
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What is an estate bank account?

It is a bank account set up for estate business. It requires an EIN from the Federal government for tax purposes.


How do you open estate bank account?

When you set up a trust, you need to open an estate bank account for the money. You need to obtain an EIN number from the IRS. Warning - you dont need to pay for this service through other website providers.


How do you hake bank account?

if you have a job you are eligable to get a bank account in most states. to do that, make an appointment with a banker at the bank of your choice, and set up a bank account. :)


Can you provide your employer with Dad's bank details until your own bank account is set up?

Typically, you can not provide your employer with your dad's bank details while you are waiting for your own bank account to be set up. Most employers require your name to be on the account before they can deposit money to an account.


How long do you have to wait for your inheritance in California?

A complex estate can take many years to sort out and distribute. In California there is no set time frame for closing an estate.


How does a person go about setting up a savings account?

To set up a savings account a person needs to decide what bank they want to have the account set up at. Once the person knows which bank they want to use they must then go to that bank.


Where can someone set up email alerts from their bank account?

First Convenience Bank will allow someone to set up email alerts from their bank account. As a result the person can receive emails about their account and keep up-to-date with their financial affairs.


Can a bank set off credit in savings bank account to recover a time barred debt owed by the account holder?

i think they can


How do you send money from another bank account to chase bank account?

You have to set up an electronic transfer through your bank, in your case Chase bank. When you set up an online transfer through your bank, they will process the request to transfer money through the Automated Clearing House (ACH). Once the payment goes through, the money will be put into your Chase account and taken out of the account at the other bank...


How can you check your savings bank account details?

depending which bank your with you can set up online and view all acounts and account details online instead of going to your bank.


Can a executor get paid their fee if the estate is not approved but its closed?

Generally: Yes. Paying their own fee from the estate, as well as distribution, must be done before the estate is closed. The executor's fee is set by law and will appear in the final account. As long as the fee is properly assessed and listed in the final account, the court will approve the final account and at that time the estate is closed. All the executor's duties must be completed before the estate can be closed.Generally: Yes. Paying their own fee from the estate, as well as distribution, must be done before the estate is closed. The executor's fee is set by law and will appear in the final account. As long as the fee is properly assessed and listed in the final account, the court will approve the final account and at that time the estate is closed. All the executor's duties must be completed before the estate can be closed.Generally: Yes. Paying their own fee from the estate, as well as distribution, must be done before the estate is closed. The executor's fee is set by law and will appear in the final account. As long as the fee is properly assessed and listed in the final account, the court will approve the final account and at that time the estate is closed. All the executor's duties must be completed before the estate can be closed.Generally: Yes. Paying their own fee from the estate, as well as distribution, must be done before the estate is closed. The executor's fee is set by law and will appear in the final account. As long as the fee is properly assessed and listed in the final account, the court will approve the final account and at that time the estate is closed. All the executor's duties must be completed before the estate can be closed.


Where can one set up a charity bank account?

Money can be donated to charity in many ways. You can set up a standing order direct from your account to pay regularly to your chosen charity. Contact the charity to ask for their account details then ask your bank to set up the order.