How do you find out which bank a deceased relative has an account and how do you get the money if they did not leave a will?

Asked over 2 years ago - Grove Hill, AL

There is a non blood relative holding the paper work and will not turn it over or give any information. They are in the process of getting paperwork through the court system claiming guardianship over the accounts. I don't know which bank or how many the relative has money in. I've already forwarded the deceased mail. This is the only step that has been taken. I, along with 2 other people, one disabled are beneficiary on the deceased insurance policy. The non blood relative has a copy of the policy and will not even forward that to me or the other relative on the policy. How would I get a copy of the policy?

Attorney answers (2)

  1. Randy William Ferguson

    Contributor Level 19

    Answered . Talk to a probate attorney. They can tell you the easiest way to get the information.

    The response given is not intended to create, nor does it create an ongoing duty to respond to questions. The... more
  2. Douglas C Martinson II

    Contributor Level 13

    Answered . You will probably need to file an estate and get Letters Testamentary so you can get the account information from the banks and any other institution. Also, a good place to start is the IRS Office. you can request a transcript from them and see where all of his accounts and income is.

    You can request the court to order a the person to provide an accounting of the assets of the deceased.

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