Legal Question in Wills and Trusts in Ohio

My adult daughter died suddenly. Her credit union says they need a document from "the court" stating that I am her next of kin before they can relinquish the funds from her account to me. Any idea if this is correct? Could I simply show the birth certificate (which has my name on it as father)? Or, could I have an attorney write up a document for this purpose?


Asked on 5/29/13, 9:41 am

1 Answer from Attorneys

Christine Socrates Meyers, Roman, Friedberg & Lewis

I am sorry to hear about the passing of your daughter. Normally when someone dies with an asset in her name alone without a beneficiary designation, you need to open an estate at probate court. A full administration is done for larger estates but for smaller ones, you can file for relief from administration, which is a quicker, less costly way. The size of your daughter's estate or amount of her probate assets will determine which course you need to take. Please let me know if you have any further questions or require assistance in this matter. I would be happy to help.

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Answered on 5/29/13, 10:27 am


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