Legal Question in Wills and Trusts in California
does surviving joint account holder have to submit account #s and balance statement to probate attorney in California
Asked on 5/14/12, 1:13 pm
2 Answers from Attorneys
Kurt Seidler
Law Offices of Kurt A. Seidler APC
No, title to the account passes to the survivor automatically. However you should take in a certified (blue background) copy of the death certificate so the bank will remove the decedent's name from the account.
Answered on 5/14/12, 1:49 pm
Anthony Roach
Law Office of Anthony A. Roach
Not sure why you are asking this. Has a probate been opened and the executor's attorney asked for this information?
Answered on 5/16/12, 11:25 am
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