Legal Question in Wills and Trusts in Canada

When a lawyer sends a letter of disclosure to a bank (regarding estate of deceased client) is the bank obligated by law to disclose all monies to the lawyer and therefore the client requested the information


Asked on 10/26/10, 3:38 pm

1 Answer from Attorneys

Donald McLeod Donald R. McLeod Law Corp.

In British Columbia, normally the bank must provide the information sought when asked for it by the lawyer representing the person applyin for probate. The bank may ask for a letter from the executor named in the will authorizing the lawyer (or from the person applying to be named as administrator if there is no will); some lawyers & judges think the bank has an absolute right to sucha letter and some think the bank does not. It is normally easier to simply get the authorization. The bank usually has no obligation to supply such information to a lawyer who is not representing the executor or administrator.

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Answered on 10/26/10, 4:01 pm


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