What does an executrix need to doWhat bank statements am I entitled to if the accounts were joint How far back?

Answer 1

Your question suggests you need a lawyer to represent you. Basically, an executor collects all assets of the estate, pays any bills, files any income tax returns for the estate if needed, and distributes the remaining assets to the heirs or the heirs at law. The probate court must approve the distribution and any fee claimed by the executor.

The only bank account that matters is the one showing the balance on the date of death, unless you believe someone was stealing money from the deceased's account.

Answer 2

An executrix, also known as an executor or personal representative, is responsible for managing the estate of a deceased person. They have various tasks, including identifying and valuing assets, paying debts and taxes, distributing assets to beneficiaries, and filing necessary legal documents.

If the accounts were joint, you may be entitled to access the bank statements for those joint accounts. However, this would depend on the specific circumstances and the terms of the joint account agreement.

The time frame for accessing bank statements may vary depending on the bank's policies and legal requirements in your jurisdiction. Generally, you may be able to request bank statements for the previous few years. However, it is best to check with the bank directly to confirm their specific guidelines.